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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 | $12,190 | $178,174-93.2% | $156,181-92.2% | $137,256-91.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 12.80% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,638 | $4,972-46.9% | $4,294-38.6% | $4,156-36.5% |
| Participant deferral / active EE | $3,605 | $6,888-47.7% | $6,132-41.2% | $6,407-43.7% |
| Admin fee / account holder | $5,006 | $17,404-71.2% | $14,586-65.7% | $12,270-59.2% |