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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 | $16,175 | $226,090-92.8% | $182,531-91.1% | $152,885-89.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.5%+0.9pp |
| Annual return | 20.23% | 192.57%-172.3pp | 148.57%-128.3pp | 345.39%-325.2pp |
| Employer contribution / active EE | $2,387 | $4,978-52.0% | $4,075-41.4% | $4,763-49.9% |
| Participant deferral / active EE | $2,475 | $6,369-61.1% | $5,525-55.2% | $5,851-57.7% |
| Admin fee / account holder | $2,874 | $10,705-73.2% | $8,593-66.6% | $11,598-75.2% |