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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 | $12,540 | $211,288-94.1% | $178,540-93.0% | $145,884-91.4% |
| Participation rate | 81.8% | 80.8%+1.0pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 15.40% | 30.27%-14.9pp | 27.15%-11.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,944 | $4,574-57.5% | $3,953-50.8% | $4,662-58.3% |
| Participant deferral / active EE | $4,790 | $6,967-31.2% | $6,281-23.7% | $6,690-28.4% |
| Admin fee / account holder | $668 | $12,105-94.5% | $10,424-93.6% | $13,392-95.0% |