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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 | $12,695 | $93,345-86.4% | $119,126-89.3% | $87,485-85.5% |
| Participation rate | 77.3% | 68.7%+8.5pp | 75.8%+1.5pp | 68.9%+8.3pp |
| Annual return | 23.26% | 19.08%+4.2pp | 282.11%-258.8pp | 26.06%-2.8pp |
| Employer contribution / active EE | $2,235 | $3,172-29.5% | $4,034-44.6% | $2,596-13.9% |
| Participant deferral / active EE | $3,037 | $4,099-25.9% | $5,318-42.9% | $4,274-28.9% |
| Admin fee / account holder | $1,890 | $8,039-76.5% | $10,693-82.3% | $7,775-75.7% |