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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 | $19,632 | $166,131-88.2% | $164,975-88.1% | $145,877-86.5% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.4pp |
| Annual return | 15.21% | 100.37%-85.2pp | 70.12%-54.9pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,643 | $5,276-68.9% | $4,343-62.2% | $4,663-64.8% |
| Participant deferral / active EE | $5,114 | $6,962-26.5% | $6,033-15.2% | $6,691-23.6% |
| Admin fee / account holder | $1,314 | $16,648-92.1% | $12,688-89.6% | $13,402-90.2% |