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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 | $8,027 | $176,077-95.4% | $159,455-95.0% | $167,518-95.2% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 51.99% | 331.83%-279.8pp | 263.63%-211.6pp | 478.71%-426.7pp |
| Employer contribution / active EE | $2,678 | $5,298-49.5% | $4,830-44.6% | $4,838-44.7% |
| Participant deferral / active EE | $3,167 | $7,751-59.1% | $7,353-56.9% | $6,342-50.1% |
| Admin fee / account holder | $2,478 | $12,556-80.3% | $10,800-77.1% | $12,312-79.9% |