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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 | $13,511 | $142,354-90.5% | $125,529-89.2% | $155,188-91.3% |
| Participation rate | 77.8% | 78.1%-0.3pp | 74.7%+3.1pp | 80.8%-3.0pp |
| Annual return | 25.57% | 306.06%-280.5pp | 202.56%-177.0pp | 148.84%-123.3pp |
| Employer contribution / active EE | $1,496 | $3,501-57.3% | $3,058-51.1% | $4,248-64.8% |
| Participant deferral / active EE | $1,766 | $5,491-67.8% | $4,813-63.3% | $6,531-73.0% |
| Admin fee / account holder | $938 | $19,392-95.2% | $16,298-94.2% | $14,480-93.5% |