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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 | $77,472-74.2% | $100,392-80.1% | $80,935-75.3% |
| Participation rate | 92.9% | 76.9%+15.9pp | 81.5%+11.4pp | 67.7%+25.2pp |
| Annual return | 111.23% | 37.26%+74.0pp | 49.45%+61.8pp | 35.66%+75.6pp |
| Employer contribution / active EE | $2,235 | $2,800-20.2% | $3,941-43.3% | $2,757-18.9% |
| Participant deferral / active EE | $4,869 | $6,818-28.6% | $8,090-39.8% | $4,299+13.2% |
| Admin fee / account holder | $1,636 | $5,885-72.2% | $7,904-79.3% | $6,924-76.4% |