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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 | $12,029 | $81,208-85.2% | $98,920-87.8% | $79,852-84.9% |
| Participation rate | 86.5% | 72.5%+14.0pp | 76.0%+10.5pp | 69.6%+16.9pp |
| Annual return | 33.98% | 60.99%-27.0pp | 196.47%-162.5pp | 31.72%+2.3pp |
| Employer contribution / active EE | $1,661 | $1,960-15.2% | $2,689-38.2% | $2,471-32.8% |
| Participant deferral / active EE | $3,196 | $3,265-2.1% | $4,245-24.7% | $3,740-14.6% |
| Admin fee / account holder | $706 | $6,013-88.3% | $6,643-89.4% | $5,306-86.7% |