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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 | $19,020 | $176,105-89.2% | $159,474-88.1% | $167,536-88.6% |
| Participation rate | 86.7% | 85.0%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 13.64% | 331.91%-318.3pp | 263.68%-250.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $1,648 | $5,299-68.9% | $4,831-65.9% | $4,839-65.9% |
| Participant deferral / active EE | $3,152 | $7,751-59.3% | $7,353-57.1% | $6,342-50.3% |
| Admin fee / account holder | $848 | $12,559-93.2% | $10,802-92.2% | $12,315-93.1% |