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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 | $14,370 | $162,136-91.1% | $152,301-90.6% | $154,746-90.7% |
| Participation rate | 93.3% | 84.1%+9.2pp | 82.4%+10.9pp | 80.7%+12.6pp |
| Annual return | 18.29% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,149 | $4,890-56.1% | $4,624-53.5% | $4,379-50.9% |
| Participant deferral / active EE | $3,143 | $8,341-62.3% | $8,004-60.7% | $6,730-53.3% |
| Admin fee / account holder | $1,533 | $15,759-90.3% | $14,398-89.4% | $14,365-89.3% |