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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 | $14,793 | $125,193-88.2% | $105,591-86.0% | $145,978-89.9% |
| Participation rate | 76.5% | 77.6%-1.2pp | 75.3%+1.2pp | 80.3%-3.8pp |
| Annual return | 13.27% | 225.53%-212.3pp | 116.43%-103.2pp | 550.52%-537.2pp |
| Employer contribution / active EE | $1,567 | $3,718-57.9% | $3,166-50.5% | $4,662-66.4% |
| Participant deferral / active EE | $1,856 | $5,708-67.5% | $5,008-62.9% | $6,690-72.2% |
| Admin fee / account holder | $316 | $17,277-98.2% | $11,024-97.1% | $13,400-97.6% |