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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 | $21,049 | $93,617-77.5% | $135,982-84.5% | $75,177-72.0% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 63.30% | 30.89%+32.4pp | 68.32%-5.0pp | 160.75%-97.5pp |
| Employer contribution / active EE | $6,093 | $3,538+72.2% | $4,859+25.4% | $2,671+128.1% |
| Participant deferral / active EE | $10,815 | $6,406+68.8% | $7,760+39.4% | $4,126+162.1% |
| Admin fee / account holder | $1,151 | $6,980-83.5% | $10,767-89.3% | $5,651-79.6% |