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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 | $12,035 | $162,136-92.6% | $152,301-92.1% | $154,746-92.2% |
| Participation rate | 92.9% | 84.1%+8.8pp | 82.4%+10.4pp | 80.7%+12.2pp |
| Annual return | 22.12% | 91.02%-68.9pp | 80.50%-58.4pp | 172.34%-150.2pp |
| Employer contribution / active EE | $4,231 | $4,890-13.5% | $4,624-8.5% | $4,379-3.4% |
| Participant deferral / active EE | $7,582 | $8,341-9.1% | $8,004-5.3% | $6,730+12.7% |
| Admin fee / account holder | $2,070 | $15,759-86.9% | $14,398-85.6% | $14,365-85.6% |