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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 | $15,828 | $166,131-90.5% | $164,975-90.4% | $145,877-89.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 14.38% | 100.37%-86.0pp | 70.12%-55.7pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,512 | $5,276-52.4% | $4,343-42.2% | $4,663-46.1% |
| Participant deferral / active EE | $4,782 | $6,962-31.3% | $6,033-20.7% | $6,691-28.5% |
| Admin fee / account holder | $755 | $16,648-95.5% | $12,688-94.1% | $13,402-94.4% |