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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 | $20,140 | $142,430-85.9% | $115,170-82.5% | $152,897-86.8% |
| Participation rate | 91.3% | 82.4%+8.9pp | 75.9%+15.4pp | 82.5%+8.9pp |
| Annual return | 18.99% | 41.48%-22.5pp | 35.60%-16.6pp | 345.43%-326.4pp |
| Employer contribution / active EE | $909 | $4,011-77.3% | $3,179-71.4% | $4,764-80.9% |
| Participant deferral / active EE | $1,841 | $5,165-64.4% | $4,169-55.8% | $5,851-68.5% |
| Admin fee / account holder | $1,879 | $8,464-77.8% | $7,089-73.5% | $11,599-83.8% |