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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 | $19,292 | $185,856-89.6% | $170,028-88.7% | $139,456-86.2% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.7pp | 80.3%+13.4pp |
| Annual return | 21.93% | 60.52%-38.6pp | 53.39%-31.5pp | 373.45%-351.5pp |
| Employer contribution / active EE | $5,268 | $7,593-30.6% | $6,788-22.4% | $4,753+10.8% |
| Participant deferral / active EE | $12,065 | $11,623+3.8% | $10,409+15.9% | $6,711+79.8% |
| Admin fee / account holder | $5,673 | $15,387-63.1% | $12,820-55.8% | $11,407-50.3% |