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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 | $22,492 | $102,385-78.0% | $147,080-84.7% | $80,935-72.2% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 21.43% | 135.09%-113.7pp | 420.17%-398.7pp | 35.66%-14.2pp |
| Employer contribution / active EE | $5,306 | $3,717+42.8% | $4,933+7.6% | $2,757+92.5% |
| Participant deferral / active EE | $6,199 | $6,651-6.8% | $8,066-23.1% | $4,299+44.2% |
| Admin fee / account holder | $3,814 | $7,951-52.0% | $12,989-70.6% | $6,924-44.9% |