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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 | $21,353 | $101,795-79.0% | $165,100-87.1% | $80,959-73.6% |
| Participation rate | 96.8% | 71.8%+24.9pp | 78.6%+18.2pp | 67.7%+29.1pp |
| Annual return | 70.21% | 16.73%+53.5pp | 70.21%0pp | 35.67%+34.5pp |
| Employer contribution / active EE | $4,054 | $2,954+37.2% | $4,348-6.8% | $2,757+47.0% |
| Participant deferral / active EE | $8,299 | $4,476+85.4% | $6,035+37.5% | $4,300+93.0% |
| Admin fee / account holder | $1,253 | $8,221-84.8% | $12,696-90.1% | $6,925-81.9% |