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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 | $27,899 | $227,291-87.7% | $214,702-87.0% | $155,188-82.0% |
| Participation rate | 94.4% | 88.0%+6.5pp | 87.5%+7.0pp | 80.8%+13.6pp |
| Annual return | 21.63% | 60.08%-38.4pp | 54.55%-32.9pp | 148.84%-127.2pp |
| Employer contribution / active EE | $2,810 | $6,772-58.5% | $6,461-56.5% | $4,248-33.8% |
| Participant deferral / active EE | $5,624 | $9,582-41.3% | $9,147-38.5% | $6,531-13.9% |
| Admin fee / account holder | $1,002 | $20,413-95.1% | $19,830-94.9% | $14,480-93.1% |