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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 | $19,443 | $112,131-82.7% | $95,964-79.7% | $158,982-87.8% |
| Participation rate | 88.2% | 79.0%+9.2pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 9.16% | 171.19%-162.0pp | 91.64%-82.5pp | 302.99%-293.8pp |
| Employer contribution / active EE | $1,488 | $3,199-53.5% | $2,541-41.4% | $4,763-68.8% |
| Participant deferral / active EE | $2,327 | $4,784-51.4% | $4,167-44.1% | $5,983-61.1% |
| Admin fee / account holder | $472 | $10,136-95.3% | $6,797-93.1% | $11,252-95.8% |