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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 | $19,598 | $157,304-87.5% | $141,197-86.1% | $152,909-87.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 25.56% | 64.34%-38.8pp | 71.41%-45.8pp | 345.46%-319.9pp |
| Employer contribution / active EE | $2,050 | $5,263-61.1% | $4,736-56.7% | $4,764-57.0% |
| Participant deferral / active EE | $2,844 | $7,111-60.0% | $6,710-57.6% | $5,851-51.4% |
| Admin fee / account holder | $319 | $12,126-97.4% | $10,265-96.9% | $11,601-97.3% |