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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 | $19,983 | $104,251-80.8% | $91,004-78.0% | $147,586-86.5% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 16.52% | 27.06%-10.5pp | 4.60%+11.9pp | 578.59%-562.1pp |
| Employer contribution / active EE | $5,682 | $3,116+82.4% | $2,456+131.4% | $4,876+16.5% |
| Participant deferral / active EE | $9,731 | $4,195+132.0% | $3,548+174.3% | $5,439+78.9% |
| Admin fee / account holder | $8,645 | $8,948-3.4% | $5,417+59.6% | $10,886-20.6% |