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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 | $15,389 | $117,895-86.9% | $102,460-85.0% | $145,897-89.5% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.3pp | 80.3%+12.6pp |
| Annual return | 9.29% | 31.92%-22.6pp | 29.47%-20.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,960 | $3,619-18.2% | $3,025-2.2% | $4,663-36.5% |
| Participant deferral / active EE | $5,324 | $5,736-7.2% | $5,056+5.3% | $6,689-20.4% |
| Admin fee / account holder | $5,207 | $13,353-61.0% | $9,460-45.0% | $13,390-61.1% |