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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 | $14,492 | $166,131-91.3% | $164,975-91.2% | $145,877-90.1% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 11.61% | 100.37%-88.8pp | 70.12%-58.5pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,888 | $5,276-64.2% | $4,343-56.5% | $4,663-59.5% |
| Participant deferral / active EE | $3,018 | $6,962-56.7% | $6,033-50.0% | $6,691-54.9% |
| Admin fee / account holder | $1,390 | $16,648-91.6% | $12,688-89.0% | $13,402-89.6% |