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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 | $19,063 | $157,296-87.9% | $141,191-86.5% | $152,897-87.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 25.15% | 64.34%-39.2pp | 71.41%-46.3pp | 345.43%-320.3pp |
| Employer contribution / active EE | $1,957 | $5,262-62.8% | $4,736-58.7% | $4,764-58.9% |
| Participant deferral / active EE | $6,249 | $7,111-12.1% | $6,710-6.9% | $5,851+6.8% |
| Admin fee / account holder | $3,879 | $12,125-68.0% | $10,264-62.2% | $11,599-66.6% |