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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 | $17,665 | $162,136-89.1% | $152,301-88.4% | $154,746-88.6% |
| Participation rate | 86.4% | 84.1%+2.3pp | 82.4%+3.9pp | 80.7%+5.7pp |
| Annual return | 17.06% | 91.02%-74.0pp | 80.50%-63.4pp | 172.34%-155.3pp |
| Employer contribution / active EE | $3,898 | $4,890-20.3% | $4,624-15.7% | $4,379-11.0% |
| Participant deferral / active EE | $4,870 | $8,341-41.6% | $8,004-39.2% | $6,730-27.6% |
| Admin fee / account holder | $681 | $15,759-95.7% | $14,398-95.3% | $14,365-95.3% |