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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 | $11,325 | $102,632-89.0% | $81,988-86.2% | $158,950-92.9% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.3%+5.7pp | 82.0%-7.0pp |
| Annual return | 10.45% | 61.05%-50.6pp | 41.31%-30.9pp | 302.91%-292.5pp |
| Employer contribution / active EE | $2,413 | $3,241-25.5% | $2,498-3.4% | $4,762-49.3% |
| Participant deferral / active EE | $3,397 | $4,649-26.9% | $3,722-8.7% | $5,983-43.2% |
| Admin fee / account holder | $954 | $8,237-88.4% | $5,665-83.2% | $11,248-91.5% |