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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 | $16,441 | $178,174-90.8% | $156,181-89.5% | $137,256-88.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 24.86% | 84.19%-59.3pp | 64.87%-40.0pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,608 | $4,972-67.7% | $4,294-62.6% | $4,156-61.3% |
| Participant deferral / active EE | $5,173 | $6,888-24.9% | $6,132-15.6% | $6,407-19.3% |
| Admin fee / account holder | $540 | $17,404-96.9% | $14,586-96.3% | $12,270-95.6% |