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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 | $23,860 | $102,385-76.7% | $147,080-83.8% | $80,935-70.5% |
| Participation rate | 90.6% | 75.9%+14.8pp | 82.2%+8.4pp | 67.7%+23.0pp |
| Annual return | 25.67% | 135.09%-109.4pp | 420.17%-394.5pp | 35.66%-10.0pp |
| Employer contribution / active EE | $5,265 | $3,717+41.6% | $4,933+6.7% | $2,757+91.0% |
| Participant deferral / active EE | $6,883 | $6,651+3.5% | $8,066-14.7% | $4,299+60.1% |
| Admin fee / account holder | $799 | $7,951-90.0% | $12,989-93.9% | $6,924-88.5% |