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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 | $93,345-75.9% | $119,126-81.1% | $87,485-74.2% |
| Participation rate | 94.1% | 68.7%+25.4pp | 75.8%+18.4pp | 68.9%+25.2pp |
| Annual return | 19.75% | 19.08%+0.7pp | 282.11%-262.4pp | 26.06%-6.3pp |
| Employer contribution / active EE | $2,501 | $3,172-21.1% | $4,034-38.0% | $2,596-3.7% |
| Participant deferral / active EE | $4,987 | $4,099+21.7% | $5,318-6.2% | $4,274+16.7% |
| Admin fee / account holder | $588 | $8,039-92.7% | $10,693-94.5% | $7,775-92.4% |