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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 | $13,845 | $165,399-91.6% | $149,745-90.8% | $158,982-91.3% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 20.70% | 348.34%-327.6pp | 276.72%-256.0pp | 302.99%-282.3pp |
| Employer contribution / active EE | $1,384 | $5,105-72.9% | $4,646-70.2% | $4,763-70.9% |
| Participant deferral / active EE | $2,943 | $7,183-59.0% | $6,843-57.0% | $5,983-50.8% |
| Admin fee / account holder | $335 | $10,811-96.9% | $9,312-96.4% | $11,252-97.0% |