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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 | $16,231 | $93,345-82.6% | $119,126-86.4% | $87,485-81.4% |
| Participation rate | 96.9% | 68.7%+28.1pp | 75.8%+21.1pp | 68.9%+27.9pp |
| Annual return | 24.27% | 19.08%+5.2pp | 282.11%-257.8pp | 26.06%-1.8pp |
| Employer contribution / active EE | $2,795 | $3,172-11.9% | $4,034-30.7% | $2,596+7.7% |
| Participant deferral / active EE | $4,631 | $4,099+13.0% | $5,318-12.9% | $4,274+8.4% |
| Admin fee / account holder | $357 | $8,039-95.6% | $10,693-96.7% | $7,775-95.4% |