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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 | $14,058 | $165,399-91.5% | $149,745-90.6% | $158,982-91.2% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 15.49% | 348.34%-332.8pp | 276.72%-261.2pp | 302.99%-287.5pp |
| Employer contribution / active EE | $1,690 | $5,105-66.9% | $4,646-63.6% | $4,763-64.5% |
| Participant deferral / active EE | $3,715 | $7,183-48.3% | $6,843-45.7% | $5,983-37.9% |
| Admin fee / account holder | $1,525 | $10,811-85.9% | $9,312-83.6% | $11,252-86.5% |