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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 | $18,801 | $80,332-76.6% | $107,187-82.5% | $64,097-70.7% |
| Participation rate | 97.0% | 54.4%+42.6pp | 75.0%+22.0pp | 55.2%+41.8pp |
| Annual return | 22.18% | 24.26%-2.1pp | 204.55%-182.4pp | 34.64%-12.5pp |
| Employer contribution / active EE | $3,061 | $2,501+22.4% | $3,782-19.1% | $1,891+61.8% |
| Participant deferral / active EE | $3,751 | $3,109+20.7% | $5,096-26.4% | $3,080+21.8% |
| Admin fee / account holder | $1,810 | $4,314-58.0% | $9,162-80.2% | $3,454-47.6% |