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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 | $17,717 | $95,453-81.4% | $112,040-84.2% | $82,448-78.5% |
| Participation rate | 81.3% | 72.8%+8.5pp | 76.5%+4.8pp | 68.1%+13.2pp |
| Annual return | 73.15% | 23.92%+49.2pp | 24.52%+48.6pp | 41.64%+31.5pp |
| Employer contribution / active EE | $1,597 | $2,318-31.1% | $2,954-45.9% | $2,551-37.4% |
| Participant deferral / active EE | $2,842 | $4,224-32.7% | $5,098-44.2% | $4,139-31.3% |
| Admin fee / account holder | $2,962 | $9,013-67.1% | $12,098-75.5% | $7,234-59.1% |