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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 | $17,170 | $201,370-91.5% | $184,256-90.7% | $145,897-88.2% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 17.60% | 29.05%-11.4pp | 28.85%-11.2pp | 552.29%-534.7pp |
| Employer contribution / active EE | $2,566 | $7,024-63.5% | $6,427-60.1% | $4,663-45.0% |
| Participant deferral / active EE | $4,223 | $9,808-56.9% | $9,133-53.8% | $6,689-36.9% |
| Admin fee / account holder | $854 | $16,364-94.8% | $13,899-93.9% | $13,390-93.6% |