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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 | $14,204 | $208,088-93.2% | $186,193-92.4% | $154,746-90.8% |
| Participation rate | 95.2% | 80.0%+15.2pp | 77.1%+18.1pp | 80.7%+14.5pp |
| Annual return | 17.64% | 89.97%-72.3pp | 78.03%-60.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,370 | $4,340-68.4% | $3,918-65.0% | $4,379-68.7% |
| Participant deferral / active EE | $2,664 | $7,078-62.4% | $6,513-59.1% | $6,730-60.4% |
| Admin fee / account holder | $3,936 | $11,698-66.4% | $11,058-64.4% | $14,365-72.6% |