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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 | $201,264-93.6% | $184,185-93.0% | $145,978-91.1% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 14.66% | 29.00%-14.3pp | 28.81%-14.2pp | 550.52%-535.9pp |
| Employer contribution / active EE | $2,485 | $7,021-64.6% | $6,426-61.3% | $4,662-46.7% |
| Participant deferral / active EE | $4,944 | $9,806-49.6% | $9,132-45.9% | $6,690-26.1% |
| Admin fee / account holder | $2,692 | $16,376-83.6% | $13,909-80.6% | $13,400-79.9% |