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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 | $14,386 | $185,312-92.2% | $161,489-91.1% | $154,746-90.7% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 13.62% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,034 | $4,769-78.3% | $4,268-75.8% | $4,379-76.4% |
| Participant deferral / active EE | $2,394 | $6,350-62.3% | $5,630-57.5% | $6,730-64.4% |
| Admin fee / account holder | $1,765 | $18,654-90.5% | $16,006-89.0% | $14,365-87.7% |