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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 | $14,418 | $89,259-83.8% | $107,187-86.5% | $82,637-82.6% |
| Participation rate | 81.1% | 67.9%+13.2pp | 75.0%+6.1pp | 68.1%+13.0pp |
| Annual return | 25.83% | 21.02%+4.8pp | 204.55%-178.7pp | 53.51%-27.7pp |
| Employer contribution / active EE | $1,668 | $3,080-45.8% | $3,782-55.9% | $2,552-34.6% |
| Participant deferral / active EE | $3,574 | $4,037-11.5% | $5,096-29.9% | $4,126-13.4% |
| Admin fee / account holder | $941 | $7,381-87.3% | $9,162-89.7% | $7,339-87.2% |