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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 | $13,483 | $162,136-91.7% | $152,301-91.1% | $154,746-91.3% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 28.53% | 91.02%-62.5pp | 80.50%-52.0pp | 172.34%-143.8pp |
| Employer contribution / active EE | $1,261 | $4,890-74.2% | $4,624-72.7% | $4,379-71.2% |
| Participant deferral / active EE | $2,993 | $8,341-64.1% | $8,004-62.6% | $6,730-55.5% |
| Admin fee / account holder | $1,392 | $15,759-91.2% | $14,398-90.3% | $14,365-90.3% |