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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 | $17,634 | $162,136-89.1% | $152,301-88.4% | $154,746-88.6% |
| Participation rate | 91.3% | 84.1%+7.2pp | 82.4%+8.9pp | 80.7%+10.6pp |
| Annual return | 19.15% | 91.02%-71.9pp | 80.50%-61.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,802 | $4,890-42.7% | $4,624-39.4% | $4,379-36.0% |
| Participant deferral / active EE | $4,943 | $8,341-40.7% | $8,004-38.2% | $6,730-26.6% |
| Admin fee / account holder | $1,658 | $15,759-89.5% | $14,398-88.5% | $14,365-88.5% |