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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 | $16,834 | $162,136-89.6% | $152,301-88.9% | $154,746-89.1% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 20.23% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,203 | $4,890-75.4% | $4,624-74.0% | $4,379-72.5% |
| Participant deferral / active EE | $2,714 | $8,341-67.5% | $8,004-66.1% | $6,730-59.7% |
| Admin fee / account holder | $1,778 | $15,759-88.7% | $14,398-87.6% | $14,365-87.6% |