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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 | $15,448 | $93,345-83.5% | $119,126-87.0% | $87,485-82.3% |
| Participation rate | 84.0% | 68.7%+15.3pp | 75.8%+8.2pp | 68.9%+15.1pp |
| Annual return | 18.58% | 19.08%-0.5pp | 282.11%-263.5pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,276 | $3,172-59.8% | $4,034-68.4% | $2,596-50.8% |
| Participant deferral / active EE | $2,482 | $4,099-39.4% | $5,318-53.3% | $4,274-41.9% |
| Admin fee / account holder | $878 | $8,039-89.1% | $10,693-91.8% | $7,775-88.7% |