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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 | $88,672-80.3% | $105,223-83.4% | $82,448-78.8% |
| Participation rate | 77.8% | 67.9%+9.9pp | 75.0%+2.7pp | 68.1%+9.7pp |
| Annual return | 53.85% | 30.86%+23.0pp | 180.65%-126.8pp | 41.64%+12.2pp |
| Employer contribution / active EE | $2,356 | $3,048-22.7% | $3,689-36.1% | $2,551-7.6% |
| Participant deferral / active EE | $4,135 | $4,036+2.4% | $5,072-18.5% | $4,139-0.1% |
| Admin fee / account holder | $336 | $7,146-95.3% | $8,859-96.2% | $7,234-95.4% |