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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 | $16,403 | $209,336-92.2% | $197,124-91.7% | $137,256-88.0% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 28.00% | 48.09%-20.1pp | 44.34%-16.3pp | 220.34%-192.3pp |
| Employer contribution / active EE | $1,420 | $6,591-78.4% | $6,227-77.2% | $4,156-65.8% |
| Participant deferral / active EE | $3,438 | $9,614-64.2% | $9,135-62.4% | $6,407-46.3% |
| Admin fee / account holder | $793 | $17,308-95.4% | $16,298-95.1% | $12,270-93.5% |