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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 | $21,276 | $157,296-86.5% | $141,191-84.9% | $152,897-86.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 28.74% | 64.34%-35.6pp | 71.41%-42.7pp | 345.43%-316.7pp |
| Employer contribution / active EE | $2,401 | $5,262-54.4% | $4,736-49.3% | $4,764-49.6% |
| Participant deferral / active EE | $5,431 | $7,111-23.6% | $6,710-19.1% | $5,851-7.2% |
| Admin fee / account holder | $1,277 | $12,125-89.5% | $10,264-87.6% | $11,599-89.0% |