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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 | $14,480 | $99,875-85.5% | $146,866-90.1% | $86,983-83.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.5%+10.8pp | 69.5%+23.8pp |
| Annual return | 39.42% | 28.10%+11.3pp | 102.85%-63.4pp | 25.83%+13.6pp |
| Employer contribution / active EE | $1,827 | $3,224-43.3% | $4,425-58.7% | $2,584-29.3% |
| Participant deferral / active EE | $4,112 | $6,322-35.0% | $7,759-47.0% | $4,194-1.9% |
| Admin fee / account holder | $1,450 | $7,838-81.5% | $13,620-89.4% | $7,856-81.5% |