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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 | $21,447 | $166,242-87.1% | $165,071-87.0% | $145,884-85.3% |
| Participation rate | 79.2% | 82.0%-2.9pp | 78.6%+0.5pp | 80.3%-1.1pp |
| Annual return | 11.68% | 100.44%-88.8pp | 70.17%-58.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,229 | $5,283-57.8% | $4,347-48.7% | $4,662-52.2% |
| Participant deferral / active EE | $5,119 | $6,964-26.5% | $6,035-15.2% | $6,690-23.5% |
| Admin fee / account holder | $2,599 | $16,658-84.4% | $12,695-79.5% | $13,392-80.6% |