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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 | $15,010 | $154,228-90.3% | $145,433-89.7% | $137,256-89.1% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 18.70% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,006 | $4,804-58.2% | $4,554-56.0% | $4,156-51.7% |
| Participant deferral / active EE | $4,059 | $8,216-50.6% | $7,897-48.6% | $6,407-36.6% |
| Admin fee / account holder | $1,573 | $14,344-89.0% | $13,129-88.0% | $12,270-87.2% |