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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 | $20,229 | $81,504-75.2% | $102,437-80.3% | $80,959-75.0% |
| Participation rate | 90.9% | 66.9%+24.1pp | 74.5%+16.4pp | 67.7%+23.2pp |
| Annual return | 89.52% | 25.60%+63.9pp | 24.95%+64.6pp | 35.67%+53.9pp |
| Employer contribution / active EE | $1,697 | $3,104-45.3% | $3,871-56.2% | $2,757-38.5% |
| Participant deferral / active EE | $4,278 | $3,871+10.5% | $5,060-15.4% | $4,300-0.5% |
| Admin fee / account holder | $4,175 | $6,719-37.9% | $8,388-50.2% | $6,925-39.7% |