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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 | $17,638 | $93,345-81.1% | $119,126-85.2% | $87,485-79.8% |
| Participation rate | 93.3% | 68.7%+24.6pp | 75.8%+17.6pp | 68.9%+24.4pp |
| Annual return | 15.51% | 19.08%-3.6pp | 282.11%-266.6pp | 26.06%-10.5pp |
| Employer contribution / active EE | $3,141 | $3,172-1.0% | $4,034-22.1% | $2,596+21.0% |
| Participant deferral / active EE | $5,941 | $4,099+44.9% | $5,318+11.7% | $4,274+39.0% |
| Admin fee / account holder | $4,785 | $8,039-40.5% | $10,693-55.2% | $7,775-38.5% |