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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 | $20,026 | $209,336-90.4% | $197,124-89.8% | $137,256-85.4% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 24.55% | 48.09%-23.5pp | 44.34%-19.8pp | 220.34%-195.8pp |
| Employer contribution / active EE | $2,077 | $6,591-68.5% | $6,227-66.6% | $4,156-50.0% |
| Participant deferral / active EE | $4,318 | $9,614-55.1% | $9,135-52.7% | $6,407-32.6% |
| Admin fee / account holder | $2,272 | $17,308-86.9% | $16,298-86.1% | $12,270-81.5% |