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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 | $14,851 | $148,582-90.0% | $135,942-89.1% | $139,456-89.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 15.27% | 79.26%-64.0pp | 68.28%-53.0pp | 373.45%-358.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,436 | $8,101-45.2% | $7,759-42.8% | $6,711-33.9% |
| Admin fee / account holder | $347 | $12,402-97.2% | $10,764-96.8% | $11,407-97.0% |