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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 | $18,802 | $117,846-84.0% | $102,434-81.6% | $145,884-87.1% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 16.72% | 31.90%-15.2pp | 29.46%-12.7pp | 551.85%-535.1pp |
| Employer contribution / active EE | $3,783 | $3,615+4.6% | $3,023+25.1% | $4,662-18.9% |
| Participant deferral / active EE | $6,728 | $5,733+17.3% | $5,055+33.1% | $6,690+0.6% |
| Admin fee / account holder | $2,297 | $13,356-82.8% | $9,462-75.7% | $13,392-82.8% |