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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 | $13,473 | $129,737-89.6% | $119,126-88.7% | $154,746-91.3% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 19.40% | 379.08%-359.7pp | 282.11%-262.7pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,413 | $4,375-44.8% | $4,034-40.2% | $4,379-44.9% |
| Participant deferral / active EE | $2,878 | $5,842-50.7% | $5,318-45.9% | $6,730-57.2% |
| Admin fee / account holder | $2,010 | $11,961-83.2% | $10,693-81.2% | $14,365-86.0% |