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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 | $13,932 | $132,634-89.5% | $115,768-88.0% | $137,256-89.8% |
| Participation rate | 82.4% | 77.9%+4.5pp | 74.4%+8.0pp | 80.0%+2.4pp |
| Annual return | 15.30% | 160.70%-145.4pp | 100.46%-85.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $782 | $3,360-76.7% | $2,940-73.4% | $4,156-81.2% |
| Participant deferral / active EE | $2,608 | $5,619-53.6% | $4,917-47.0% | $6,407-59.3% |
| Admin fee / account holder | $1,068 | $15,028-92.9% | $12,439-91.4% | $12,270-91.3% |