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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 | $23,360 | $144,130-83.8% | $117,861-80.2% | $147,586-84.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 16.28% | 531.20%-514.9pp | 335.11%-318.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,734 | $4,897-64.6% | $3,786-54.2% | $4,876-64.4% |
| Participant deferral / active EE | $3,574 | $5,316-32.8% | $4,482-20.3% | $5,439-34.3% |
| Admin fee / account holder | $654 | $10,887-94.0% | $8,021-91.8% | $10,886-94.0% |