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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 | $18,971 | $162,812-88.3% | $133,971-85.8% | $158,966-88.1% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 21.61% | 41.94%-20.3pp | 45.09%-23.5pp | 302.95%-281.3pp |
| Employer contribution / active EE | $5,682 | $4,976+14.2% | $3,919+45.0% | $4,762+19.3% |
| Participant deferral / active EE | $5,595 | $5,910-5.3% | $5,047+10.9% | $5,983-6.5% |
| Admin fee / account holder | $428 | $11,741-96.4% | $8,929-95.2% | $11,250-96.2% |