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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 | $16,419 | $183,539-91.1% | $155,556-89.4% | $145,897-88.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 23.29% | 61.31%-38.0pp | 64.84%-41.5pp | 552.29%-529.0pp |
| Employer contribution / active EE | $3,176 | $5,315-40.3% | $4,675-32.1% | $4,663-31.9% |
| Participant deferral / active EE | $4,882 | $6,467-24.5% | $5,631-13.3% | $6,689-27.0% |
| Admin fee / account holder | $674 | $19,275-96.5% | $15,885-95.8% | $13,390-95.0% |