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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 | $12,717 | $154,228-91.8% | $145,433-91.3% | $137,256-90.7% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 25.36% | 74.59%-49.2pp | 66.58%-41.2pp | 220.34%-195.0pp |
| Employer contribution / active EE | $1,651 | $4,804-65.6% | $4,554-63.8% | $4,156-60.3% |
| Participant deferral / active EE | $3,904 | $8,216-52.5% | $7,897-50.6% | $6,407-39.1% |
| Admin fee / account holder | $1,213 | $14,344-91.5% | $13,129-90.8% | $12,270-90.1% |