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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 | $16,292 | $183,539-91.1% | $155,556-89.5% | $145,897-88.8% |
| Participation rate | 87.0% | 82.7%+4.2pp | 78.2%+8.7pp | 80.3%+6.7pp |
| Annual return | 10.97% | 61.31%-50.3pp | 64.84%-53.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,432 | $5,315-73.1% | $4,675-69.4% | $4,663-69.3% |
| Participant deferral / active EE | $2,016 | $6,467-68.8% | $5,631-64.2% | $6,689-69.9% |
| Admin fee / account holder | $1,802 | $19,275-90.6% | $15,885-88.7% | $13,390-86.5% |