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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 | $16,595 | $165,381-90.0% | $149,730-88.9% | $158,966-89.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 221.65% | 348.29%-126.6pp | 276.70%-55.1pp | 302.95%-81.3pp |
| Employer contribution / active EE | $3,378 | $5,104-33.8% | $4,645-27.3% | $4,762-29.1% |
| Participant deferral / active EE | $6,106 | $7,182-15.0% | $6,843-10.8% | $5,983+2.0% |
| Admin fee / account holder | $1,462 | $10,809-86.5% | $9,310-84.3% | $11,250-87.0% |