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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 | $14,725 | $89,367-83.5% | $141,191-89.6% | $72,975-79.8% |
| Participation rate | 81.2% | 75.1%+6.0pp | 82.5%-1.3pp | 69.5%+11.7pp |
| Annual return | 25.64% | 111.87%-86.2pp | 71.41%-45.8pp | 81.01%-55.4pp |
| Employer contribution / active EE | $1,884 | $3,115-39.5% | $4,736-60.2% | $2,440-22.8% |
| Participant deferral / active EE | $4,780 | $5,419-11.8% | $6,710-28.8% | $3,608+32.5% |
| Admin fee / account holder | $761 | $5,957-87.2% | $10,264-92.6% | $5,124-85.1% |