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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 | $12,297 | $99,652-87.7% | $78,778-84.4% | $147,586-91.7% |
| Participation rate | 87.0% | 76.2%+10.7pp | 69.2%+17.8pp | 82.8%+4.1pp |
| Annual return | 21.05% | 47.28%-26.2pp | 35.62%-14.6pp | 578.59%-557.5pp |
| Employer contribution / active EE | $1,875 | $2,796-32.9% | $1,986-5.6% | $4,876-61.6% |
| Participant deferral / active EE | $4,049 | $3,664+10.5% | $2,958+36.9% | $5,439-25.6% |
| Admin fee / account holder | $1,037 | $7,155-85.5% | $5,134-79.8% | $10,886-90.5% |