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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 | $12,450 | $185,312-93.3% | $161,489-92.3% | $154,746-92.0% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.7%+16.3pp | 80.7%+14.3pp |
| Annual return | 15.54% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,898 | $4,769-60.2% | $4,268-55.5% | $4,379-56.7% |
| Participant deferral / active EE | $4,137 | $6,350-34.8% | $5,630-26.5% | $6,730-38.5% |
| Admin fee / account holder | $351 | $18,654-98.1% | $16,006-97.8% | $14,365-97.6% |