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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 | $21,802 | $196,972-88.9% | $182,262-88.0% | $198,609-89.0% |
| Participation rate | 90.9% | 85.7%+5.2pp | 84.2%+6.7pp | 82.4%+8.5pp |
| Annual return | 18.15% | 158.27%-140.1pp | 140.60%-122.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $1,573 | $5,364-70.7% | $5,046-68.8% | $5,055-68.9% |
| Participant deferral / active EE | $5,340 | $8,643-38.2% | $8,276-35.5% | $6,977-23.5% |
| Admin fee / account holder | $424 | $18,429-97.7% | $16,712-97.5% | $19,030-97.8% |