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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 | $16,175 | $226,135-92.8% | $182,558-91.1% | $152,909-89.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.5%+0.9pp |
| Annual return | 20.23% | 192.60%-172.4pp | 148.59%-128.4pp | 345.46%-325.2pp |
| Employer contribution / active EE | $2,387 | $4,979-52.1% | $4,076-41.4% | $4,764-49.9% |
| Participant deferral / active EE | $2,475 | $6,371-61.1% | $5,526-55.2% | $5,851-57.7% |
| Admin fee / account holder | $2,874 | $10,707-73.2% | $8,594-66.6% | $11,601-75.2% |