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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 | $11,655 | $154,228-92.4% | $145,433-92.0% | $137,256-91.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 18.21% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,626 | $4,804-45.3% | $4,554-42.3% | $4,156-36.8% |
| Participant deferral / active EE | $2,773 | $8,216-66.2% | $7,897-64.9% | $6,407-56.7% |
| Admin fee / account holder | $2,434 | $14,344-83.0% | $13,129-81.5% | $12,270-80.2% |