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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 | $22,694 | $209,428-89.2% | $178,498-87.3% | $158,950-85.7% |
| Participation rate | 89.5% | 86.4%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 21.51% | 188.78%-167.3pp | 151.09%-129.6pp | 302.91%-281.4pp |
| Employer contribution / active EE | $1,408 | $5,707-75.3% | $5,011-71.9% | $4,762-70.4% |
| Participant deferral / active EE | $3,203 | $5,955-46.2% | $5,202-38.4% | $5,983-46.5% |
| Admin fee / account holder | $1,049 | $17,077-93.9% | $13,985-92.5% | $11,248-90.7% |