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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 | $15,719 | $166,268-90.5% | $165,100-90.5% | $145,897-89.2% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 20.36% | 100.52%-80.2pp | 70.21%-49.9pp | 552.29%-531.9pp |
| Employer contribution / active EE | $3,060 | $5,284-42.1% | $4,348-29.6% | $4,663-34.4% |
| Participant deferral / active EE | $4,785 | $6,964-31.3% | $6,035-20.7% | $6,689-28.5% |
| Admin fee / account holder | $567 | $16,659-96.6% | $12,696-95.5% | $13,390-95.8% |