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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 | $15,479 | $129,737-88.1% | $119,126-87.0% | $154,746-90.0% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 28.44% | 379.08%-350.6pp | 282.11%-253.7pp | 172.34%-143.9pp |
| Employer contribution / active EE | $1,770 | $4,375-59.5% | $4,034-56.1% | $4,379-59.6% |
| Participant deferral / active EE | $5,015 | $5,842-14.2% | $5,318-5.7% | $6,730-25.5% |
| Admin fee / account holder | $1,679 | $11,961-86.0% | $10,693-84.3% | $14,365-88.3% |