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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 | $17,574 | $106,864-83.6% | $147,318-88.1% | $82,637-78.7% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.1%+15.9pp | 68.1%+29.9pp |
| Annual return | 48.10% | 27.49%+20.6pp | 70.43%-22.3pp | 53.51%-5.4pp |
| Employer contribution / active EE | $2,138 | $3,417-37.4% | $4,593-53.5% | $2,552-16.2% |
| Participant deferral / active EE | $2,915 | $6,496-55.1% | $7,906-63.1% | $4,126-29.4% |
| Admin fee / account holder | $1,109 | $8,415-86.8% | $13,708-91.9% | $7,339-84.9% |