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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 | $27,515 | $86,298-68.1% | $111,308-75.3% | $85,847-67.9% |
| Participation rate | 78.4% | 73.3%+5.0pp | 77.3%+1.1pp | 69.3%+9.1pp |
| Annual return | 16.17% | 19.99%-3.8pp | 54.67%-38.5pp | 318.61%-302.4pp |
| Employer contribution / active EE | $1,588 | $2,044-22.3% | $2,732-41.9% | $2,565-38.1% |
| Participant deferral / active EE | $5,616 | $3,641+54.3% | $4,487+25.2% | $3,952+42.1% |
| Admin fee / account holder | $2,393 | $8,189-70.8% | $7,965-70.0% | $6,261-61.8% |