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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 | $13,662 | $181,062-92.5% | $158,223-91.4% | $155,188-91.2% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 17.37% | 57.39%-40.0pp | 52.09%-34.7pp | 148.84%-131.5pp |
| Employer contribution / active EE | $2,132 | $4,565-53.3% | $4,109-48.1% | $4,248-49.8% |
| Participant deferral / active EE | $2,876 | $6,134-53.1% | $5,467-47.4% | $6,531-56.0% |
| Admin fee / account holder | $3,356 | $18,825-82.2% | $16,047-79.1% | $14,480-76.8% |