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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 | $14,714 | $86,940-83.1% | $102,434-85.6% | $80,935-81.8% |
| Participation rate | 91.2% | 72.4%+18.8pp | 76.5%+14.7pp | 67.7%+23.5pp |
| Annual return | 171.87% | 18.89%+153.0pp | 29.46%+142.4pp | 35.66%+136.2pp |
| Employer contribution / active EE | $2,251 | $2,370-5.0% | $3,023-25.5% | $2,757-18.3% |
| Participant deferral / active EE | $4,735 | $4,121+14.9% | $5,055-6.3% | $4,299+10.1% |
| Admin fee / account holder | $819 | $8,047-89.8% | $9,462-91.3% | $6,924-88.2% |