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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 | $15,524 | $87,132-82.2% | $105,624-85.3% | $80,959-80.8% |
| Participation rate | 92.9% | 70.4%+22.4pp | 75.3%+17.6pp | 67.7%+25.2pp |
| Annual return | 68.73% | 17.03%+51.7pp | 116.20%-47.5pp | 35.67%+33.1pp |
| Employer contribution / active EE | $2,765 | $2,397+15.4% | $3,168-12.7% | $2,757+0.3% |
| Participant deferral / active EE | $4,003 | $3,985+0.4% | $5,013-20.2% | $4,300-6.9% |
| Admin fee / account holder | $2,248 | $8,449-73.4% | $10,961-79.5% | $6,925-67.5% |