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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 | $15,061 | $129,737-88.4% | $119,126-87.4% | $154,746-90.3% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 21.05% | 379.08%-358.0pp | 282.11%-261.1pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,773 | $4,375-59.5% | $4,034-56.0% | $4,379-59.5% |
| Participant deferral / active EE | $2,422 | $5,842-58.5% | $5,318-54.5% | $6,730-64.0% |
| Admin fee / account holder | $1,624 | $11,961-86.4% | $10,693-84.8% | $14,365-88.7% |