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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 | $21,493 | $165,399-87.0% | $149,745-85.6% | $158,982-86.5% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 42.82% | 348.34%-305.5pp | 276.72%-233.9pp | 302.99%-260.2pp |
| Employer contribution / active EE | $2,579 | $5,105-49.5% | $4,646-44.5% | $4,763-45.9% |
| Participant deferral / active EE | $5,397 | $7,183-24.9% | $6,843-21.1% | $5,983-9.8% |
| Admin fee / account holder | $719 | $10,811-93.3% | $9,312-92.3% | $11,252-93.6% |