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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 | $18,490 | $139,948-86.8% | $121,663-84.8% | $154,746-88.1% |
| Participation rate | 92.3% | 78.0%+14.3pp | 74.5%+17.8pp | 80.7%+11.6pp |
| Annual return | 45.73% | 230.52%-184.8pp | 147.54%-101.8pp | 172.34%-126.6pp |
| Employer contribution / active EE | $1,590 | $3,521-54.8% | $3,020-47.3% | $4,379-63.7% |
| Participant deferral / active EE | $2,753 | $5,629-51.1% | $4,887-43.7% | $6,730-59.1% |
| Admin fee / account holder | $1,047 | $17,321-94.0% | $14,289-92.7% | $14,365-92.7% |