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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 | $14,662 | $112,131-86.9% | $95,964-84.7% | $158,982-90.8% |
| Participation rate | 72.2% | 79.0%-6.8pp | 77.1%-4.9pp | 82.0%-9.7pp |
| Annual return | 16.88% | 171.19%-154.3pp | 91.64%-74.8pp | 302.99%-286.1pp |
| Employer contribution / active EE | $791 | $3,199-75.3% | $2,541-68.9% | $4,763-83.4% |
| Participant deferral / active EE | $3,065 | $4,784-35.9% | $4,167-26.4% | $5,983-48.8% |
| Admin fee / account holder | $1,001 | $10,136-90.1% | $6,797-85.3% | $11,252-91.1% |