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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 | $21,843 | $165,399-86.8% | $149,745-85.4% | $158,982-86.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 37.94% | 348.34%-310.4pp | 276.72%-238.8pp | 302.99%-265.0pp |
| Employer contribution / active EE | $1,322 | $5,105-74.1% | $4,646-71.5% | $4,763-72.2% |
| Participant deferral / active EE | $3,684 | $7,183-48.7% | $6,843-46.2% | $5,983-38.4% |
| Admin fee / account holder | $3,822 | $10,811-64.7% | $9,312-59.0% | $11,252-66.0% |