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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 | $13,751 | $93,345-85.3% | $119,126-88.5% | $87,485-84.3% |
| Participation rate | 75.7% | 68.7%+6.9pp | 75.8%-0.1pp | 68.9%+6.7pp |
| Annual return | 24.33% | 19.08%+5.2pp | 282.11%-257.8pp | 26.06%-1.7pp |
| Employer contribution / active EE | $2,221 | $3,172-30.0% | $4,034-44.9% | $2,596-14.5% |
| Participant deferral / active EE | $3,940 | $4,099-3.9% | $5,318-25.9% | $4,274-7.8% |
| Admin fee / account holder | $2,933 | $8,039-63.5% | $10,693-72.6% | $7,775-62.3% |