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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 | $20,699 | $226,135-90.8% | $182,558-88.7% | $152,909-86.5% |
| Participation rate | 94.7% | 82.5%+12.3pp | 78.0%+16.8pp | 82.5%+12.3pp |
| Annual return | 25.90% | 192.60%-166.7pp | 148.59%-122.7pp | 345.46%-319.6pp |
| Employer contribution / active EE | $2,006 | $4,979-59.7% | $4,076-50.8% | $4,764-57.9% |
| Participant deferral / active EE | $2,878 | $6,371-54.8% | $5,526-47.9% | $5,851-50.8% |
| Admin fee / account holder | $1,138 | $10,707-89.4% | $8,594-86.8% | $11,601-90.2% |