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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 | $24,571 | $198,457-87.6% | $170,435-85.6% | $147,586-83.4% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 20.73% | 257.30%-236.6pp | 205.94%-185.2pp | 578.59%-557.9pp |
| Employer contribution / active EE | $1,529 | $6,183-75.3% | $5,432-71.9% | $4,876-68.7% |
| Participant deferral / active EE | $5,483 | $5,629-2.6% | $4,939+11.0% | $5,439+0.8% |
| Admin fee / account holder | $1,044 | $16,852-93.8% | $13,881-92.5% | $10,886-90.4% |