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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 | $21,876 | $123,793-82.3% | $177,840-87.7% | $79,852-72.6% |
| Participation rate | 92.1% | 84.7%+7.4pp | 87.7%+4.4pp | 69.6%+22.5pp |
| Annual return | 56.10% | 22.82%+33.3pp | 48.32%+7.8pp | 31.72%+24.4pp |
| Employer contribution / active EE | $3,958 | $4,095-3.4% | $5,919-33.1% | $2,471+60.2% |
| Participant deferral / active EE | $8,581 | $5,956+44.1% | $7,714+11.2% | $3,740+129.4% |
| Admin fee / account holder | $906 | $7,243-87.5% | $12,431-92.7% | $5,306-82.9% |