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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 | $14,450 | $185,312-92.2% | $161,489-91.1% | $154,746-90.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 18.30% | 103.84%-85.5pp | 89.72%-71.4pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,504 | $4,769-68.5% | $4,268-64.8% | $4,379-65.6% |
| Participant deferral / active EE | $3,018 | $6,350-52.5% | $5,630-46.4% | $6,730-55.2% |
| Admin fee / account holder | $1,871 | $18,654-90.0% | $16,006-88.3% | $14,365-87.0% |