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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 | $26,328 | $198,462-86.7% | $170,439-84.6% | $147,585-82.2% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 14.50% | 257.30%-242.8pp | 205.94%-191.4pp | 578.58%-564.1pp |
| Employer contribution / active EE | $1,406 | $6,184-77.3% | $5,433-74.1% | $4,876-71.2% |
| Participant deferral / active EE | $2,910 | $5,629-48.3% | $4,939-41.1% | $5,439-46.5% |
| Admin fee / account holder | $586 | $16,852-96.5% | $13,881-95.8% | $10,886-94.6% |