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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 | $156,398-90.8% | $147,318-90.2% | $138,895-89.7% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 18.29% | 78.75%-60.5pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,149 | $4,853-55.7% | $4,593-53.2% | $4,194-48.8% |
| Participant deferral / active EE | $3,143 | $8,237-61.8% | $7,906-60.2% | $6,396-50.9% |
| Admin fee / account holder | $1,533 | $14,976-89.8% | $13,708-88.8% | $12,562-87.8% |