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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 | $24,587 | $98,766-75.1% | $149,730-83.6% | $79,852-69.2% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.6pp |
| Annual return | 21.12% | 27.43%-6.3pp | 276.70%-255.6pp | 31.72%-10.6pp |
| Employer contribution / active EE | $2,114 | $3,217-34.3% | $4,645-54.5% | $2,471-14.5% |
| Participant deferral / active EE | $4,702 | $5,681-17.2% | $6,843-31.3% | $3,740+25.7% |
| Admin fee / account holder | $3,742 | $6,052-38.2% | $9,310-59.8% | $5,306-29.5% |