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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 | $24,944 | $223,823-88.9% | $211,142-88.2% | $154,746-83.9% |
| Participation rate | 84.2% | 87.9%-3.6pp | 87.3%-3.1pp | 80.7%+3.5pp |
| Annual return | 18.19% | 50.39%-32.2pp | 46.84%-28.7pp | 172.34%-154.2pp |
| Employer contribution / active EE | $3,170 | $6,787-53.3% | $6,442-50.8% | $4,379-27.6% |
| Participant deferral / active EE | $5,545 | $9,750-43.1% | $9,284-40.3% | $6,730-17.6% |
| Admin fee / account holder | $918 | $19,707-95.3% | $19,076-95.2% | $14,365-93.6% |