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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 | $21,900 | $86,288-74.6% | $111,306-80.3% | $85,851-74.5% |
| Participation rate | 93.6% | 73.3%+20.3pp | 77.3%+16.3pp | 69.3%+24.3pp |
| Annual return | 15.62% | 19.99%-4.4pp | 54.67%-39.1pp | 318.63%-303.0pp |
| Employer contribution / active EE | $1,801 | $2,044-11.9% | $2,732-34.1% | $2,565-29.8% |
| Participant deferral / active EE | $4,064 | $3,641+11.6% | $4,488-9.4% | $3,952+2.8% |
| Admin fee / account holder | $2,904 | $8,189-64.5% | $7,966-63.5% | $6,261-53.6% |