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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 | $19,748 | $105,210-81.2% | $159,487-87.6% | $85,851-77.0% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.8%+12.3pp | 69.3%+25.8pp |
| Annual return | 18.21% | 45.08%-26.9pp | 263.71%-245.5pp | 318.63%-300.4pp |
| Employer contribution / active EE | $4,471 | $3,319+34.7% | $4,831-7.5% | $2,565+74.3% |
| Participant deferral / active EE | $7,878 | $5,946+32.5% | $7,354+7.1% | $3,952+99.3% |
| Admin fee / account holder | $3,988 | $6,934-42.5% | $10,804-63.1% | $6,261-36.3% |