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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 | $21,757 | $89,259-75.6% | $107,187-79.7% | $82,637-73.7% |
| Participation rate | 93.5% | 67.9%+25.6pp | 75.0%+18.5pp | 68.1%+25.5pp |
| Annual return | 14.53% | 21.02%-6.5pp | 204.55%-190.0pp | 53.51%-39.0pp |
| Employer contribution / active EE | $2,333 | $3,080-24.3% | $3,782-38.3% | $2,552-8.6% |
| Participant deferral / active EE | $3,382 | $4,037-16.2% | $5,096-33.6% | $4,126-18.0% |
| Admin fee / account holder | $6,816 | $7,381-7.7% | $9,162-25.6% | $7,339-7.1% |