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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 | $17,804 | $78,520-77.3% | $96,576-81.6% | $82,448-78.4% |
| Participation rate | 97.0% | 77.7%+19.2pp | 81.4%+15.5pp | 68.1%+28.9pp |
| Annual return | 102.88% | 41.30%+61.6pp | 38.47%+64.4pp | 41.64%+61.2pp |
| Employer contribution / active EE | $3,109 | $2,630+18.2% | $3,553-12.5% | $2,551+21.9% |
| Participant deferral / active EE | $9,224 | $6,754+36.6% | $7,956+15.9% | $4,139+122.8% |
| Admin fee / account holder | $1,156 | $13,455-91.4% | $11,381-89.8% | $7,234-84.0% |