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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 | $13,278 | $157,304-91.6% | $141,197-90.6% | $152,909-91.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 16.56% | 64.34%-47.8pp | 71.41%-54.8pp | 345.46%-328.9pp |
| Employer contribution / active EE | $1,266 | $5,263-75.9% | $4,736-73.3% | $4,764-73.4% |
| Participant deferral / active EE | $2,927 | $7,111-58.8% | $6,710-56.4% | $5,851-50.0% |
| Admin fee / account holder | $736 | $12,126-93.9% | $10,265-92.8% | $11,601-93.7% |