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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 | $14,675 | $132,634-88.9% | $115,768-87.3% | $137,256-89.3% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.4%+20.6pp | 80.0%+15.0pp |
| Annual return | 20.18% | 160.70%-140.5pp | 100.46%-80.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,554 | $3,360+5.8% | $2,940+20.9% | $4,156-14.5% |
| Participant deferral / active EE | $4,602 | $5,619-18.1% | $4,917-6.4% | $6,407-28.2% |
| Admin fee / account holder | $3,615 | $15,028-75.9% | $12,439-70.9% | $12,270-70.5% |