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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 | $15,459 | $125,184-87.7% | $105,607-85.4% | $145,884-89.4% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 13.20% | 225.00%-211.8pp | 116.11%-102.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,510 | $3,720-59.4% | $3,167-52.3% | $4,662-67.6% |
| Participant deferral / active EE | $4,186 | $5,714-26.7% | $5,011-16.5% | $6,690-37.4% |
| Admin fee / account holder | $315 | $17,133-98.2% | $10,958-97.1% | $13,392-97.6% |