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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 | $14,787 | $185,312-92.0% | $161,489-90.8% | $154,746-90.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 63.35% | 103.84%-40.5pp | 89.72%-26.4pp | 172.34%-109.0pp |
| Employer contribution / active EE | $1,070 | $4,769-77.6% | $4,268-74.9% | $4,379-75.6% |
| Participant deferral / active EE | $3,088 | $6,350-51.4% | $5,630-45.2% | $6,730-54.1% |
| Admin fee / account holder | $2,320 | $18,654-87.6% | $16,006-85.5% | $14,365-83.9% |