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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 | $21,713 | $223,823-90.3% | $211,142-89.7% | $154,746-86.0% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 24.82% | 50.39%-25.6pp | 46.84%-22.0pp | 172.34%-147.5pp |
| Employer contribution / active EE | $1,492 | $6,787-78.0% | $6,442-76.8% | $4,379-65.9% |
| Participant deferral / active EE | $4,678 | $9,750-52.0% | $9,284-49.6% | $6,730-30.5% |
| Admin fee / account holder | $607 | $19,707-96.9% | $19,076-96.8% | $14,365-95.8% |