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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 | $22,531 | $89,259-74.8% | $107,187-79.0% | $82,637-72.7% |
| Participation rate | 94.1% | 67.9%+26.2pp | 75.0%+19.1pp | 68.1%+26.1pp |
| Annual return | 19.77% | 21.02%-1.3pp | 204.55%-184.8pp | 53.51%-33.7pp |
| Employer contribution / active EE | $2,498 | $3,080-18.9% | $3,782-33.9% | $2,552-2.1% |
| Participant deferral / active EE | $4,984 | $4,037+23.4% | $5,096-2.2% | $4,126+20.8% |
| Admin fee / account holder | $588 | $7,381-92.0% | $9,162-93.6% | $7,339-92.0% |