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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 | $23,898 | $86,298-72.3% | $111,308-78.5% | $85,847-72.2% |
| Participation rate | 82.4% | 73.3%+9.1pp | 77.3%+5.1pp | 69.3%+13.1pp |
| Annual return | 18.52% | 19.99%-1.5pp | 54.67%-36.1pp | 318.61%-300.1pp |
| Employer contribution / active EE | $4,206 | $2,044+105.8% | $2,732+54.0% | $2,565+64.0% |
| Participant deferral / active EE | $6,916 | $3,641+89.9% | $4,487+54.1% | $3,952+75.0% |
| Admin fee / account holder | $1,564 | $8,189-80.9% | $7,965-80.4% | $6,261-75.0% |