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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 | $13,911 | $166,268-91.6% | $165,100-91.6% | $145,897-90.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.00% | 100.52%-87.5pp | 70.21%-57.2pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,547 | $5,284-70.7% | $4,348-64.4% | $4,663-66.8% |
| Participant deferral / active EE | $2,418 | $6,964-65.3% | $6,035-59.9% | $6,689-63.9% |
| Admin fee / account holder | $340 | $16,659-98.0% | $12,696-97.3% | $13,390-97.5% |