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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 | $23,534 | $78,423-70.0% | $95,964-75.5% | $79,856-70.5% |
| Participation rate | 76.5% | 73.5%+3.0pp | 77.1%-0.6pp | 69.6%+6.8pp |
| Annual return | 18.26% | 19.37%-1.1pp | 91.64%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,966 | $1,945+52.5% | $2,541+16.7% | $2,471+20.0% |
| Participant deferral / active EE | $6,531 | $3,440+89.8% | $4,167+56.7% | $3,741+74.6% |
| Admin fee / account holder | $2,714 | $5,622-51.7% | $6,797-60.1% | $5,306-48.9% |