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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 | $17,464 | $89,259-80.4% | $107,187-83.7% | $82,637-78.9% |
| Participation rate | 77.8% | 67.9%+9.8pp | 75.0%+2.8pp | 68.1%+9.7pp |
| Annual return | 53.85% | 21.02%+32.8pp | 204.55%-150.7pp | 53.51%+0.3pp |
| Employer contribution / active EE | $2,356 | $3,080-23.5% | $3,782-37.7% | $2,552-7.7% |
| Participant deferral / active EE | $4,135 | $4,037+2.4% | $5,096-18.9% | $4,126+0.2% |
| Admin fee / account holder | $336 | $7,381-95.5% | $9,162-96.3% | $7,339-95.4% |