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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,895 | $135,956-87.6% | $123,894-86.4% | $273,972-93.8% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 19.83% | 56.63%-36.8pp | 47.52%-27.7pp | 41.46%-21.6pp |
| Employer contribution / active EE | $3,077 | $5,170-40.5% | $4,617-33.4% | $4,869-36.8% |
| Participant deferral / active EE | $7,561 | $6,343+19.2% | $5,984+26.3% | $5,287+43.0% |
| Admin fee / account holder | $492 | $9,817-95.0% | $8,357-94.1% | $10,133-95.1% |