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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 | $12,049 | $210,698-94.3% | $178,014-93.2% | $145,959-91.7% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 13.82% | 386.27%-372.5pp | 294.80%-281.0pp | 561.95%-548.1pp |
| Employer contribution / active EE | $2,183 | $4,567-52.2% | $3,950-44.7% | $4,661-53.2% |
| Participant deferral / active EE | $5,331 | $6,958-23.4% | $6,276-15.1% | $6,689-20.3% |
| Admin fee / account holder | $1,260 | $12,016-89.5% | $10,362-87.8% | $13,398-90.6% |