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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 | $21,637 | $88,672-75.6% | $105,223-79.4% | $82,448-73.8% |
| Participation rate | 88.0% | 67.9%+20.1pp | 75.0%+13.0pp | 68.1%+19.9pp |
| Annual return | 20.65% | 30.86%-10.2pp | 180.65%-160.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $2,287 | $3,048-25.0% | $3,689-38.0% | $2,551-10.3% |
| Participant deferral / active EE | $5,278 | $4,036+30.8% | $5,072+4.1% | $4,139+27.5% |
| Admin fee / account holder | $6,117 | $7,146-14.4% | $8,859-31.0% | $7,234-15.4% |