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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 | $14,711 | $125,190-88.2% | $105,624-86.1% | $145,897-89.9% |
| Participation rate | 76.9% | 77.6%-0.7pp | 75.3%+1.7pp | 80.3%-3.4pp |
| Annual return | 12.50% | 225.22%-212.7pp | 116.20%-103.7pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,207 | $3,720-67.6% | $3,168-61.9% | $4,663-74.1% |
| Participant deferral / active EE | $2,496 | $5,716-56.3% | $5,013-50.2% | $6,689-62.7% |
| Admin fee / account holder | $431 | $17,138-97.5% | $10,961-96.1% | $13,390-96.8% |