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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 | $15,533 | $89,364-82.6% | $141,177-89.0% | $72,983-78.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 26.09% | 111.86%-85.8pp | 71.40%-45.3pp | 81.01%-54.9pp |
| Employer contribution / active EE | $5,907 | $3,115+89.6% | $4,736+24.7% | $2,440+142.1% |
| Participant deferral / active EE | $3,404 | $5,419-37.2% | $6,710-49.3% | $3,608-5.6% |
| Admin fee / account holder | $1,452 | $5,959-75.6% | $10,263-85.8% | $5,124-71.7% |