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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 | $28,753 | $138,385-79.2% | $184,200-84.4% | $80,874-64.4% |
| Participation rate | 77.1% | 83.9%-6.7pp | 86.8%-9.7pp | 67.6%+9.5pp |
| Annual return | 49.30% | 20.02%+29.3pp | 28.80%+20.5pp | 35.62%+13.7pp |
| Employer contribution / active EE | $2,737 | $4,849-43.6% | $6,424-57.4% | $2,756-0.7% |
| Participant deferral / active EE | $4,416 | $7,073-37.6% | $9,132-51.6% | $4,297+2.8% |
| Admin fee / account holder | $490 | $10,483-95.3% | $13,907-96.5% | $6,935-92.9% |