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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 | $14,231 | $183,516-92.2% | $155,534-90.9% | $145,884-90.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.69% | 61.43%-44.7pp | 64.92%-48.2pp | 551.85%-535.2pp |
| Employer contribution / active EE | $2,128 | $5,315-60.0% | $4,675-54.5% | $4,662-54.4% |
| Participant deferral / active EE | $4,328 | $6,467-33.1% | $5,630-23.1% | $6,690-35.3% |
| Admin fee / account holder | $684 | $19,293-96.5% | $15,900-95.7% | $13,392-94.9% |