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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 | $20,460 | $166,131-87.7% | $164,975-87.6% | $145,877-86.0% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+7.9pp |
| Annual return | 14.62% | 100.37%-85.7pp | 70.12%-55.5pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,915 | $5,276-63.7% | $4,343-55.9% | $4,663-58.9% |
| Participant deferral / active EE | $5,160 | $6,962-25.9% | $6,033-14.5% | $6,691-22.9% |
| Admin fee / account holder | $521 | $16,648-96.9% | $12,688-95.9% | $13,402-96.1% |