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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 | $28,686 | $209,422-86.3% | $178,503-83.9% | $158,982-82.0% |
| Participation rate | 91.3% | 86.4%+5.0pp | 81.9%+9.4pp | 82.0%+9.3pp |
| Annual return | 14.78% | 188.81%-174.0pp | 151.12%-136.3pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,845 | $5,707-67.7% | $5,011-63.2% | $4,763-61.3% |
| Participant deferral / active EE | $2,684 | $5,955-54.9% | $5,202-48.4% | $5,983-55.1% |
| Admin fee / account holder | $340 | $17,079-98.0% | $13,987-97.6% | $11,252-97.0% |