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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 | $101,653-69.4% | $147,080-78.8% | $74,459-58.2% |
| Participation rate | 81.0% | 75.6%+5.4pp | 82.2%-1.2pp | 67.2%+13.7pp |
| Annual return | 16.22% | 8754.98%-8738.8pp | 420.17%-403.9pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $2,972 | $3,813-22.1% | $4,933-39.8% | $2,626+13.2% |
| Participant deferral / active EE | $5,636 | $7,304-22.8% | $8,066-30.1% | $4,350+29.6% |
| Admin fee / account holder | $2,689 | $1,752+53.5% | $12,989-79.3% | $1,945+38.3% |