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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 | $12,744 | $89,367-85.7% | $141,191-91.0% | $72,975-82.5% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.8pp | 69.5%+24.8pp |
| Annual return | 32.97% | 111.87%-78.9pp | 71.41%-38.4pp | 81.01%-48.0pp |
| Employer contribution / active EE | $2,190 | $3,115-29.7% | $4,736-53.7% | $2,440-10.2% |
| Participant deferral / active EE | $3,846 | $5,419-29.0% | $6,710-42.7% | $3,608+6.6% |
| Admin fee / account holder | $629 | $5,957-89.4% | $10,264-93.9% | $5,124-87.7% |