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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 | $19,696 | $83,369-76.4% | $105,223-81.3% | $67,986-71.0% |
| Participation rate | 90.1% | 56.3%+33.8pp | 75.0%+15.1pp | 57.2%+32.9pp |
| Annual return | 19.08% | 24.64%-5.6pp | 180.65%-161.6pp | 31.67%-12.6pp |
| Employer contribution / active EE | $1,735 | $2,541-31.7% | $3,689-53.0% | $2,019-14.1% |
| Participant deferral / active EE | $3,928 | $3,295+19.2% | $5,072-22.6% | $3,358+17.0% |
| Admin fee / account holder | $3,026 | $4,073-25.7% | $8,859-65.8% | $3,203-5.5% |