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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 | $13,798 | $208,088-93.4% | $186,193-92.6% | $154,746-91.1% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.1%+11.8pp | 80.7%+8.2pp |
| Annual return | 17.40% | 89.97%-72.6pp | 78.03%-60.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,454 | $4,340-66.5% | $3,918-62.9% | $4,379-66.8% |
| Participant deferral / active EE | $1,722 | $7,078-75.7% | $6,513-73.6% | $6,730-74.4% |
| Admin fee / account holder | $1,497 | $11,698-87.2% | $11,058-86.5% | $14,365-89.6% |