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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 | $18,229 | $217,427-91.6% | $185,837-90.2% | $167,518-89.1% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 16.74% | 148.39%-131.7pp | 122.08%-105.3pp | 478.71%-462.0pp |
| Employer contribution / active EE | $2,921 | $5,874-50.3% | $5,168-43.5% | $4,838-39.6% |
| Participant deferral / active EE | $6,421 | $6,357+1.0% | $5,568+15.3% | $6,342+1.3% |
| Admin fee / account holder | $621 | $19,816-96.9% | $16,241-96.2% | $12,312-95.0% |