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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 | $15,196 | $156,398-90.3% | $147,318-89.7% | $138,895-89.1% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.4pp | 79.9%+14.5pp |
| Annual return | 16.08% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,155 | $4,853-55.6% | $4,593-53.1% | $4,194-48.6% |
| Participant deferral / active EE | $5,736 | $8,237-30.4% | $7,906-27.4% | $6,396-10.3% |
| Admin fee / account holder | $1,171 | $14,976-92.2% | $13,708-91.5% | $12,562-90.7% |