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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 | $16,213 | $228,395-92.9% | $185,861-91.3% | $158,982-89.8% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 19.58% | 40.82%-21.2pp | 35.96%-16.4pp | 302.99%-283.4pp |
| Employer contribution / active EE | $1,849 | $4,968-62.8% | $4,088-54.8% | $4,763-61.2% |
| Participant deferral / active EE | $2,171 | $6,417-66.2% | $5,634-61.5% | $5,983-63.7% |
| Admin fee / account holder | $716 | $11,869-94.0% | $9,503-92.5% | $11,252-93.6% |