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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 | $15,856 | $212,386-92.5% | $199,883-92.1% | $138,895-88.6% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 21.25% | 47.75%-26.5pp | 43.81%-22.6pp | 145.39%-124.1pp |
| Employer contribution / active EE | $2,019 | $6,625-69.5% | $6,261-67.8% | $4,194-51.9% |
| Participant deferral / active EE | $3,137 | $9,617-67.4% | $9,138-65.7% | $6,396-51.0% |
| Admin fee / account holder | $1,006 | $18,233-94.5% | $17,268-94.2% | $12,562-92.0% |