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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 | $15,260 | $129,737-88.2% | $119,126-87.2% | $154,746-90.1% |
| Participation rate | 84.6% | 78.9%+5.8pp | 75.8%+8.9pp | 80.7%+3.9pp |
| Annual return | 19.64% | 379.08%-359.4pp | 282.11%-262.5pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,295 | $4,375-47.5% | $4,034-43.1% | $4,379-47.6% |
| Participant deferral / active EE | $4,950 | $5,842-15.3% | $5,318-6.9% | $6,730-26.5% |
| Admin fee / account holder | $1,208 | $11,961-89.9% | $10,693-88.7% | $14,365-91.6% |