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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 | $14,581 | $129,737-88.8% | $119,126-87.8% | $154,746-90.6% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 18.72% | 379.08%-360.4pp | 282.11%-263.4pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,777 | $4,375-59.4% | $4,034-55.9% | $4,379-59.4% |
| Participant deferral / active EE | $3,181 | $5,842-45.5% | $5,318-40.2% | $6,730-52.7% |
| Admin fee / account holder | $461 | $11,961-96.1% | $10,693-95.7% | $14,365-96.8% |