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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 | $36,654 | $143,969-74.5% | $199,883-81.7% | $82,637-55.6% |
| Participation rate | 75.4% | 84.1%-8.7pp | 86.8%-11.3pp | 68.1%+7.4pp |
| Annual return | 52.93% | 25.67%+27.3pp | 43.81%+9.1pp | 53.51%-0.6pp |
| Employer contribution / active EE | $3,729 | $4,632-19.5% | $6,261-40.4% | $2,552+46.1% |
| Participant deferral / active EE | $6,806 | $6,937-1.9% | $9,138-25.5% | $4,126+64.9% |
| Admin fee / account holder | $1,056 | $14,597-92.8% | $17,268-93.9% | $7,339-85.6% |