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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 | $96,731-76.7% | $123,973-81.8% | $86,983-74.1% |
| Participation rate | 94.1% | 70.0%+24.1pp | 76.7%+17.5pp | 69.5%+24.6pp |
| Annual return | 19.75% | 17.33%+2.4pp | 388.13%-368.4pp | 25.83%-6.1pp |
| Employer contribution / active EE | $2,501 | $3,297-24.1% | $4,126-39.4% | $2,584-3.2% |
| Participant deferral / active EE | $4,987 | $4,152+20.1% | $5,247-5.0% | $4,194+18.9% |
| Admin fee / account holder | $588 | $8,722-93.3% | $11,799-95.0% | $7,856-92.5% |