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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 | $97,648-72.2% | $121,663-77.7% | $87,485-69.0% |
| Participation rate | 96.6% | 70.5%+26.1pp | 74.5%+22.1pp | 68.9%+27.6pp |
| Annual return | 74.71% | 18.03%+56.7pp | 147.54%-72.8pp | 26.06%+48.6pp |
| Employer contribution / active EE | $2,614 | $2,300+13.6% | $3,020-13.5% | $2,596+0.7% |
| Participant deferral / active EE | $5,081 | $3,923+29.5% | $4,887+4.0% | $4,274+18.9% |
| Admin fee / account holder | $1,195 | $11,100-89.2% | $14,289-91.6% | $7,775-84.6% |