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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 | $19,984 | $77,492-74.2% | $100,398-80.1% | $80,911-75.3% |
| Participation rate | 92.9% | 76.9%+15.9pp | 81.5%+11.4pp | 67.6%+25.2pp |
| Annual return | 111.23% | 37.23%+74.0pp | 49.32%+61.9pp | 35.63%+75.6pp |
| Employer contribution / active EE | $2,235 | $2,800-20.2% | $3,946-43.4% | $2,756-18.9% |
| Participant deferral / active EE | $4,869 | $6,817-28.6% | $8,084-39.8% | $4,297+13.3% |
| Admin fee / account holder | $1,636 | $5,892-72.2% | $7,893-79.3% | $6,935-76.4% |