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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 | $19,485 | $79,223-75.4% | $102,460-81.0% | $74,478-73.8% |
| Participation rate | 97.8% | 74.8%+23.0pp | 76.5%+21.3pp | 67.2%+30.5pp |
| Annual return | 12.72% | 54.98%-42.3pp | 29.47%-16.8pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $2,582 | $2,363+9.3% | $3,025-14.6% | $2,626-1.7% |
| Participant deferral / active EE | $4,676 | $4,417+5.8% | $5,056-7.5% | $4,350+7.5% |
| Admin fee / account holder | $1,127 | $2,003-43.7% | $9,460-88.1% | $1,946-42.1% |