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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 | $20,465 | $196,972-89.6% | $182,262-88.8% | $198,609-89.7% |
| Participation rate | 93.3% | 85.7%+7.6pp | 84.2%+9.1pp | 82.4%+11.0pp |
| Annual return | 13.47% | 158.27%-144.8pp | 140.60%-127.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $2,459 | $5,364-54.2% | $5,046-51.3% | $5,055-51.4% |
| Participant deferral / active EE | $4,569 | $8,643-47.1% | $8,276-44.8% | $6,977-34.5% |
| Admin fee / account holder | $6,627 | $18,429-64.0% | $16,712-60.3% | $19,030-65.2% |