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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 | $5,929 | $183,627-96.8% | $155,602-96.2% | $145,978-95.9% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.1pp | 80.3%+2.1pp |
| Annual return | 16.50% | 61.32%-44.8pp | 64.81%-48.3pp | 550.52%-534.0pp |
| Employer contribution / active EE | $1,388 | $5,316-73.9% | $4,675-70.3% | $4,662-70.2% |
| Participant deferral / active EE | $2,661 | $6,466-58.8% | $5,629-52.7% | $6,690-60.2% |
| Admin fee / account holder | $775 | $19,327-96.0% | $15,923-95.1% | $13,400-94.2% |