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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 | $16,007 | $156,398-89.8% | $147,318-89.1% | $138,895-88.5% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 15.58% | 78.75%-63.2pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,895 | $4,853-60.9% | $4,593-58.7% | $4,194-54.8% |
| Participant deferral / active EE | $4,086 | $8,237-50.4% | $7,906-48.3% | $6,396-36.1% |
| Admin fee / account holder | $1,385 | $14,976-90.7% | $13,708-89.9% | $12,562-89.0% |