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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 | $20,927 | $226,135-90.7% | $182,558-88.5% | $152,909-86.3% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.0%+7.7pp | 82.5%+3.3pp |
| Annual return | 17.13% | 192.60%-175.5pp | 148.59%-131.5pp | 345.46%-328.3pp |
| Employer contribution / active EE | $1,017 | $4,979-79.6% | $4,076-75.1% | $4,764-78.7% |
| Participant deferral / active EE | $1,564 | $6,371-75.4% | $5,526-71.7% | $5,851-73.3% |
| Admin fee / account holder | $2,909 | $10,707-72.8% | $8,594-66.2% | $11,601-74.9% |