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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 | $28,602 | $101,950-71.9% | $125,529-77.2% | $86,983-67.1% |
| Participation rate | 80.0% | 70.2%+9.8pp | 74.7%+5.3pp | 69.5%+10.5pp |
| Annual return | 27.66% | 18.29%+9.4pp | 202.56%-174.9pp | 25.83%+1.8pp |
| Employer contribution / active EE | $1,639 | $2,358-30.5% | $3,058-46.4% | $2,584-36.6% |
| Participant deferral / active EE | $4,208 | $3,862+8.9% | $4,813-12.6% | $4,194+0.3% |
| Admin fee / account holder | $814 | $12,791-93.6% | $16,298-95.0% | $7,856-89.6% |