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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 | $26,684 | $209,425-87.3% | $178,499-85.1% | $158,966-83.2% |
| Participation rate | 82.6% | 86.4%-3.7pp | 81.9%+0.7pp | 82.0%+0.6pp |
| Annual return | 17.19% | 188.80%-171.6pp | 151.10%-133.9pp | 302.95%-285.8pp |
| Employer contribution / active EE | $2,422 | $5,707-57.6% | $5,011-51.7% | $4,762-49.1% |
| Participant deferral / active EE | $3,885 | $5,955-34.8% | $5,202-25.3% | $5,983-35.1% |
| Admin fee / account holder | $605 | $17,078-96.5% | $13,986-95.7% | $11,250-94.6% |