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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 | $12,785 | $166,131-92.3% | $164,975-92.3% | $145,877-91.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 14.13% | 100.37%-86.2pp | 70.12%-56.0pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,776 | $5,276-47.4% | $4,343-36.1% | $4,663-40.5% |
| Participant deferral / active EE | $2,698 | $6,962-61.2% | $6,033-55.3% | $6,691-59.7% |
| Admin fee / account holder | $1,403 | $16,648-91.6% | $12,688-88.9% | $13,402-89.5% |