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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 | $13,643 | $166,131-91.8% | $164,975-91.7% | $145,877-90.6% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+7.9pp |
| Annual return | 14.23% | 100.37%-86.1pp | 70.12%-55.9pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,428 | $5,276-72.9% | $4,343-67.1% | $4,663-69.4% |
| Participant deferral / active EE | $2,037 | $6,962-70.7% | $6,033-66.2% | $6,691-69.6% |
| Admin fee / account holder | $431 | $16,648-97.4% | $12,688-96.6% | $13,402-96.8% |