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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 | $12,921 | $201,370-93.6% | $184,256-93.0% | $145,897-91.1% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 14.66% | 29.05%-14.4pp | 28.85%-14.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $2,485 | $7,024-64.6% | $6,427-61.3% | $4,663-46.7% |
| Participant deferral / active EE | $4,944 | $9,808-49.6% | $9,133-45.9% | $6,689-26.1% |
| Admin fee / account holder | $2,692 | $16,364-83.6% | $13,899-80.6% | $13,390-79.9% |