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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 | $27,140 | $94,436-71.3% | $115,599-76.5% | $82,637-67.2% |
| Participation rate | 96.6% | 70.4%+26.1pp | 74.3%+22.3pp | 68.1%+28.5pp |
| Annual return | 74.71% | 18.37%+56.3pp | 111.10%-36.4pp | 53.51%+21.2pp |
| Employer contribution / active EE | $2,614 | $2,324+12.5% | $2,955-11.6% | $2,552+2.4% |
| Participant deferral / active EE | $5,081 | $3,955+28.5% | $4,889+3.9% | $4,126+23.1% |
| Admin fee / account holder | $1,195 | $10,328-88.4% | $12,841-90.7% | $7,339-83.7% |