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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 | $14,824 | $183,592-91.9% | $155,567-90.5% | $145,959-89.8% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 15.16% | 61.24%-46.1pp | 64.74%-49.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $2,383 | $5,315-55.2% | $4,674-49.0% | $4,661-48.9% |
| Participant deferral / active EE | $3,083 | $6,464-52.3% | $5,628-45.2% | $6,689-53.9% |
| Admin fee / account holder | $1,428 | $19,318-92.6% | $15,916-91.0% | $13,398-89.3% |