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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 | $15,504 | $209,336-92.6% | $197,124-92.1% | $137,256-88.7% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 23.52% | 48.09%-24.6pp | 44.34%-20.8pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,619 | $6,591-75.4% | $6,227-74.0% | $4,156-61.1% |
| Participant deferral / active EE | $4,836 | $9,614-49.7% | $9,135-47.1% | $6,407-24.5% |
| Admin fee / account holder | $587 | $17,308-96.6% | $16,298-96.4% | $12,270-95.2% |