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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 | $14,832 | $178,174-91.7% | $156,181-90.5% | $137,256-89.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 21.91% | 84.19%-62.3pp | 64.87%-43.0pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,635 | $4,972-67.1% | $4,294-61.9% | $4,156-60.7% |
| Participant deferral / active EE | $2,935 | $6,888-57.4% | $6,132-52.1% | $6,407-54.2% |
| Admin fee / account holder | $1,115 | $17,404-93.6% | $14,586-92.4% | $12,270-90.9% |