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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 | $15,911 | $157,296-89.9% | $141,191-88.7% | $152,897-89.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 24.10% | 64.34%-40.2pp | 71.41%-47.3pp | 345.43%-321.3pp |
| Employer contribution / active EE | $2,179 | $5,262-58.6% | $4,736-54.0% | $4,764-54.3% |
| Participant deferral / active EE | $2,870 | $7,111-59.6% | $6,710-57.2% | $5,851-50.9% |
| Admin fee / account holder | $4,563 | $12,125-62.4% | $10,264-55.5% | $11,599-60.7% |