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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 | $19,783 | $176,105-88.8% | $159,474-87.6% | $167,536-88.2% |
| Participation rate | 88.2% | 85.0%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 13.45% | 331.91%-318.5pp | 263.68%-250.2pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,519 | $5,299-71.3% | $4,831-68.6% | $4,839-68.6% |
| Participant deferral / active EE | $4,770 | $7,751-38.5% | $7,353-35.1% | $6,342-24.8% |
| Admin fee / account holder | $707 | $12,559-94.4% | $10,802-93.5% | $12,315-94.3% |