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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 | $16,144 | $138,072-88.3% | $123,549-86.9% | $135,382-88.1% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | 12.34% | 153.69%-141.4pp | 119.20%-106.9pp | 519.77%-507.4pp |
| Employer contribution / active EE | $1,801 | $5,152-65.0% | $4,628-61.1% | $4,779-62.3% |
| Participant deferral / active EE | $2,718 | $6,799-60.0% | $6,426-57.7% | $5,609-51.5% |
| Admin fee / account holder | $3,496 | $10,917-68.0% | $9,284-62.3% | $10,829-67.7% |