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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 | $31,123 | $101,591-69.4% | $147,096-78.8% | $74,429-58.2% |
| Participation rate | 81.0% | 75.5%+5.4pp | 82.2%-1.2pp | 67.2%+13.7pp |
| Annual return | 16.22% | 8746.45%-8730.2pp | 419.75%-403.5pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $2,972 | $3,813-22.0% | $4,936-39.8% | $2,625+13.2% |
| Participant deferral / active EE | $5,636 | $7,302-22.8% | $8,071-30.2% | $4,348+29.6% |
| Admin fee / account holder | $2,689 | $1,750+53.7% | $13,005-79.3% | $1,944+38.3% |