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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 | $18,271 | $157,276-88.4% | $141,177-87.1% | $152,885-88.0% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 21.51% | 64.33%-42.8pp | 71.40%-49.9pp | 345.39%-323.9pp |
| Employer contribution / active EE | $2,891 | $5,262-45.0% | $4,736-38.9% | $4,763-39.3% |
| Participant deferral / active EE | $3,419 | $7,110-51.9% | $6,710-49.0% | $5,851-41.6% |
| Admin fee / account holder | $369 | $12,123-97.0% | $10,263-96.4% | $11,598-96.8% |