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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 | $25,754 | $209,425-87.7% | $178,499-85.6% | $158,966-83.8% |
| Participation rate | 93.8% | 86.4%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 13.33% | 188.80%-175.5pp | 151.10%-137.8pp | 302.95%-289.6pp |
| Employer contribution / active EE | $1,277 | $5,707-77.6% | $5,011-74.5% | $4,762-73.2% |
| Participant deferral / active EE | $3,018 | $5,955-49.3% | $5,202-42.0% | $5,983-49.6% |
| Admin fee / account holder | $543 | $17,078-96.8% | $13,986-96.1% | $11,250-95.2% |