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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 | $17,292 | $81,504-78.8% | $102,437-83.1% | $80,959-78.6% |
| Participation rate | 84.6% | 66.9%+17.8pp | 74.5%+10.1pp | 67.7%+16.9pp |
| Annual return | 91.32% | 25.60%+65.7pp | 24.95%+66.4pp | 35.67%+55.6pp |
| Employer contribution / active EE | $857 | $3,104-72.4% | $3,871-77.9% | $2,757-68.9% |
| Participant deferral / active EE | $4,152 | $3,871+7.3% | $5,060-17.9% | $4,300-3.4% |
| Admin fee / account holder | $2,166 | $6,719-67.8% | $8,388-74.2% | $6,925-68.7% |