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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 | $21,841 | $157,304-86.1% | $141,197-84.5% | $152,909-85.7% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.5%+4.5pp |
| Annual return | 21.42% | 64.34%-42.9pp | 71.41%-50.0pp | 345.46%-324.0pp |
| Employer contribution / active EE | $2,086 | $5,263-60.4% | $4,736-56.0% | $4,764-56.2% |
| Participant deferral / active EE | $2,576 | $7,111-63.8% | $6,710-61.6% | $5,851-56.0% |
| Admin fee / account holder | $1,799 | $12,126-85.2% | $10,265-82.5% | $11,601-84.5% |