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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 | $11,976 | $132,099-90.9% | $115,599-89.6% | $138,895-91.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.3%+13.2pp | 79.9%+7.6pp |
| Annual return | 19.61% | 176.76%-157.2pp | 111.10%-91.5pp | 145.39%-125.8pp |
| Employer contribution / active EE | $917 | $3,416-73.2% | $2,955-69.0% | $4,194-78.1% |
| Participant deferral / active EE | $4,936 | $5,617-12.1% | $4,889+0.9% | $6,396-22.8% |
| Admin fee / account holder | $523 | $15,650-96.7% | $12,841-95.9% | $12,562-95.8% |