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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 | $10,471 | $78,197-86.6% | $98,090-89.3% | $82,637-87.3% |
| Participation rate | 80.0% | 77.5%+2.5pp | 81.5%-1.5pp | 68.1%+11.9pp |
| Annual return | 91.90% | 40.25%+51.7pp | 37.05%+54.9pp | 53.51%+38.4pp |
| Employer contribution / active EE | $2,953 | $2,605+13.4% | $3,606-18.1% | $2,552+15.7% |
| Participant deferral / active EE | $4,079 | $6,636-38.5% | $7,845-48.0% | $4,126-1.1% |
| Admin fee / account holder | $669 | $14,832-95.5% | $11,815-94.3% | $7,339-90.9% |