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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 | $18,999 | $176,105-89.2% | $159,474-88.1% | $167,536-88.7% |
| Participation rate | 84.6% | 85.0%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 11.61% | 331.91%-320.3pp | 263.68%-252.1pp | 478.82%-467.2pp |
| Employer contribution / active EE | $2,217 | $5,299-58.2% | $4,831-54.1% | $4,839-54.2% |
| Participant deferral / active EE | $4,348 | $7,751-43.9% | $7,353-40.9% | $6,342-31.4% |
| Admin fee / account holder | $439 | $12,559-96.5% | $10,802-95.9% | $12,315-96.4% |