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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 | $20,541 | $209,336-90.2% | $197,124-89.6% | $137,256-85.0% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 25.74% | 48.09%-22.4pp | 44.34%-18.6pp | 220.34%-194.6pp |
| Employer contribution / active EE | $3,175 | $6,591-51.8% | $6,227-49.0% | $4,156-23.6% |
| Participant deferral / active EE | $7,108 | $9,614-26.1% | $9,135-22.2% | $6,407+11.0% |
| Admin fee / account holder | $1,598 | $17,308-90.8% | $16,298-90.2% | $12,270-87.0% |