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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 | $14,718 | $86,294-82.9% | $111,303-86.8% | $85,856-82.9% |
| Participation rate | 91.0% | 73.3%+17.7pp | 77.3%+13.7pp | 69.3%+21.7pp |
| Annual return | 25.41% | 19.99%+5.4pp | 54.66%-29.2pp | 318.58%-293.2pp |
| Employer contribution / active EE | $3,559 | $2,043+74.2% | $2,731+30.3% | $2,565+38.7% |
| Participant deferral / active EE | $7,243 | $3,641+98.9% | $4,487+61.4% | $3,952+83.3% |
| Admin fee / account holder | $713 | $8,189-91.3% | $7,966-91.0% | $6,261-88.6% |