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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 | $11,466 | $132,099-91.3% | $115,599-90.1% | $138,895-91.7% |
| Participation rate | 82.6% | 77.9%+4.8pp | 74.3%+8.3pp | 79.9%+2.7pp |
| Annual return | 17.03% | 176.76%-159.7pp | 111.10%-94.1pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,441 | $3,416-57.8% | $2,955-51.2% | $4,194-65.6% |
| Participant deferral / active EE | $2,836 | $5,617-49.5% | $4,889-42.0% | $6,396-55.7% |
| Admin fee / account holder | $1,456 | $15,650-90.7% | $12,841-88.7% | $12,562-88.4% |