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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 | $14,792 | $106,749-86.1% | $145,433-89.8% | $82,448-82.1% |
| Participation rate | 92.2% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.1pp |
| Annual return | 53.95% | 27.59%+26.4pp | 66.58%-12.6pp | 41.64%+12.3pp |
| Employer contribution / active EE | $3,841 | $3,444+11.5% | $4,554-15.7% | $2,551+50.6% |
| Participant deferral / active EE | $8,137 | $6,519+24.8% | $7,897+3.0% | $4,139+96.6% |
| Admin fee / account holder | $1,903 | $8,390-77.3% | $13,129-85.5% | $7,234-73.7% |