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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 | $15,630 | $183,592-91.5% | $155,574-90.0% | $145,877-89.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.28% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,051 | $5,317-61.4% | $4,676-56.1% | $4,663-56.0% |
| Participant deferral / active EE | $3,445 | $6,466-46.7% | $5,629-38.8% | $6,691-48.5% |
| Admin fee / account holder | $1,014 | $19,316-94.7% | $15,914-93.6% | $13,402-92.4% |