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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 | $21,930 | $89,370-75.5% | $141,197-84.5% | $72,976-69.9% |
| Participation rate | 97.6% | 75.1%+22.4pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 42.57% | 111.88%-69.3pp | 71.41%-28.8pp | 81.02%-38.4pp |
| Employer contribution / active EE | $3,438 | $3,115+10.4% | $4,736-27.4% | $2,440+40.9% |
| Participant deferral / active EE | $6,119 | $5,419+12.9% | $6,710-8.8% | $3,608+69.6% |
| Admin fee / account holder | $2,344 | $5,957-60.7% | $10,265-77.2% | $5,124-54.3% |