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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 | $12,900 | $154,228-91.6% | $145,433-91.1% | $137,256-90.6% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 18.73% | 74.59%-55.9pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,299 | $4,804-52.1% | $4,554-49.5% | $4,156-44.7% |
| Participant deferral / active EE | $3,553 | $8,216-56.8% | $7,897-55.0% | $6,407-44.6% |
| Admin fee / account holder | $358 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |