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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 | $12,943 | $52,580-75.4% | $71,671-81.9% | $70,126-81.5% |
| Participation rate | 92.0% | 60.9%+31.1pp | 68.7%+23.3pp | 69.5%+22.5pp |
| Annual return | 54.32% | 20.25%+34.1pp | 20.65%+33.7pp | 73.15%-18.8pp |
| Employer contribution / active EE | $3,063 | $1,616+89.5% | $2,460+24.5% | $2,343+30.7% |
| Participant deferral / active EE | $7,979 | $2,386+234.4% | $3,438+132.1% | $3,332+139.5% |
| Admin fee / account holder | $1,716 | $3,653-53.0% | $5,558-69.1% | $4,645-63.1% |