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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 | $10,949 | $88,672-87.7% | $105,223-89.6% | $82,448-86.7% |
| Participation rate | 94.9% | 67.9%+26.9pp | 75.0%+19.8pp | 68.1%+26.8pp |
| Annual return | 30.46% | 30.86%-0.4pp | 180.65%-150.2pp | 41.64%-11.2pp |
| Employer contribution / active EE | $2,127 | $3,048-30.2% | $3,689-42.3% | $2,551-16.6% |
| Participant deferral / active EE | $3,964 | $4,036-1.8% | $5,072-21.8% | $4,139-4.2% |
| Admin fee / account holder | $674 | $7,146-90.6% | $8,859-92.4% | $7,234-90.7% |