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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 | $14,903 | $152,612-90.2% | $125,192-88.1% | $152,897-90.3% |
| Participation rate | 95.5% | 83.3%+12.1pp | 79.8%+15.7pp | 82.5%+13.0pp |
| Annual return | 27.37% | 54.85%-27.5pp | 43.79%-16.4pp | 345.43%-318.1pp |
| Employer contribution / active EE | $1,947 | $4,947-60.6% | $3,866-49.6% | $4,764-59.1% |
| Participant deferral / active EE | $4,881 | $5,868-16.8% | $4,937-1.1% | $5,851-16.6% |
| Admin fee / account holder | $1,068 | $13,437-92.1% | $9,704-89.0% | $11,599-90.8% |