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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 | $15,168 | $166,242-90.9% | $165,071-90.8% | $145,884-89.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 17.31% | 100.44%-83.1pp | 70.17%-52.9pp | 551.85%-534.5pp |
| Employer contribution / active EE | $1,889 | $5,283-64.2% | $4,347-56.6% | $4,662-59.5% |
| Participant deferral / active EE | $4,846 | $6,964-30.4% | $6,035-19.7% | $6,690-27.6% |
| Admin fee / account holder | $1,244 | $16,658-92.5% | $12,695-90.2% | $13,392-90.7% |