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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 | $21,853 | $223,823-90.2% | $211,142-89.7% | $154,746-85.9% |
| Participation rate | 84.6% | 87.9%-3.2pp | 87.3%-2.7pp | 80.7%+3.9pp |
| Annual return | 24.80% | 50.39%-25.6pp | 46.84%-22.0pp | 172.34%-147.5pp |
| Employer contribution / active EE | $1,841 | $6,787-72.9% | $6,442-71.4% | $4,379-58.0% |
| Participant deferral / active EE | $3,621 | $9,750-62.9% | $9,284-61.0% | $6,730-46.2% |
| Admin fee / account holder | $977 | $19,707-95.0% | $19,076-94.9% | $14,365-93.2% |