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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 | $24,136 | $78,428-69.2% | $95,960-74.8% | $79,852-69.8% |
| Participation rate | 96.8% | 73.5%+23.3pp | 77.1%+19.7pp | 69.6%+27.1pp |
| Annual return | 44.02% | 19.37%+24.6pp | 91.63%-47.6pp | 31.72%+12.3pp |
| Employer contribution / active EE | $3,174 | $1,945+63.2% | $2,541+24.9% | $2,471+28.4% |
| Participant deferral / active EE | $6,851 | $3,440+99.2% | $4,167+64.4% | $3,740+83.2% |
| Admin fee / account holder | $839 | $5,622-85.1% | $6,797-87.7% | $5,306-84.2% |