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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 | $12,159 | $176,120-93.1% | $159,487-92.4% | $167,553-92.7% |
| Participation rate | 89.5% | 85.0%+4.5pp | 82.8%+6.6pp | 82.1%+7.4pp |
| Annual return | 13.94% | 331.95%-318.0pp | 263.71%-249.8pp | 478.89%-465.0pp |
| Employer contribution / active EE | $1,316 | $5,299-75.2% | $4,831-72.8% | $4,840-72.8% |
| Participant deferral / active EE | $2,846 | $7,752-63.3% | $7,354-61.3% | $6,343-55.1% |
| Admin fee / account holder | $1,227 | $12,561-90.2% | $10,804-88.6% | $12,316-90.0% |