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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 | $21,028 | $209,336-90.0% | $197,124-89.3% | $137,256-84.7% |
| Participation rate | 76.9% | 87.3%-10.4pp | 86.7%-9.8pp | 80.0%-3.0pp |
| Annual return | 22.79% | 48.09%-25.3pp | 44.34%-21.6pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,320 | $6,591-64.8% | $6,227-62.7% | $4,156-44.2% |
| Participant deferral / active EE | $6,727 | $9,614-30.0% | $9,135-26.4% | $6,407+5.0% |
| Admin fee / account holder | $1,203 | $17,308-93.1% | $16,298-92.6% | $12,270-90.2% |