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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 | $12,435 | $166,089-92.5% | $164,928-92.5% | $145,978-91.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 19.17% | 100.26%-81.1pp | 70.08%-50.9pp | 550.52%-531.3pp |
| Employer contribution / active EE | $1,367 | $5,276-74.1% | $4,343-68.5% | $4,662-70.7% |
| Participant deferral / active EE | $2,778 | $6,961-60.1% | $6,034-54.0% | $6,690-58.5% |
| Admin fee / account holder | $372 | $16,641-97.8% | $12,684-97.1% | $13,400-97.2% |