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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 | $21,713 | $209,336-89.6% | $197,124-89.0% | $137,256-84.2% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 24.82% | 48.09%-23.3pp | 44.34%-19.5pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,492 | $6,591-77.4% | $6,227-76.0% | $4,156-64.1% |
| Participant deferral / active EE | $4,678 | $9,614-51.3% | $9,135-48.8% | $6,407-27.0% |
| Admin fee / account holder | $607 | $17,308-96.5% | $16,298-96.3% | $12,270-95.1% |