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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 | $15,150 | $183,539-91.7% | $155,556-90.3% | $145,897-89.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 17.13% | 61.31%-44.2pp | 64.84%-47.7pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,327 | $5,315-75.0% | $4,675-71.6% | $4,663-71.6% |
| Participant deferral / active EE | $3,709 | $6,467-42.7% | $5,631-34.1% | $6,689-44.6% |
| Admin fee / account holder | $2,077 | $19,275-89.2% | $15,885-86.9% | $13,390-84.5% |