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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 | $15,346 | $94,436-83.7% | $115,599-86.7% | $82,637-81.4% |
| Participation rate | 93.5% | 70.4%+23.1pp | 74.3%+19.3pp | 68.1%+25.5pp |
| Annual return | 42.03% | 18.37%+23.7pp | 111.10%-69.1pp | 53.51%-11.5pp |
| Employer contribution / active EE | $2,500 | $2,324+7.6% | $2,955-15.4% | $2,552-2.1% |
| Participant deferral / active EE | $3,337 | $3,955-15.6% | $4,889-31.8% | $4,126-19.1% |
| Admin fee / account holder | $1,790 | $10,328-82.7% | $12,841-86.1% | $7,339-75.6% |