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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 | $21,081 | $98,776-78.7% | $149,745-85.9% | $79,856-73.6% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.5%-9.5pp | 69.6%+3.3pp |
| Annual return | 37.59% | 27.38%+10.2pp | 276.72%-239.1pp | 31.71%+5.9pp |
| Employer contribution / active EE | $3,015 | $3,217-6.3% | $4,646-35.1% | $2,471+22.0% |
| Participant deferral / active EE | $6,617 | $5,681+16.5% | $6,843-3.3% | $3,741+76.9% |
| Admin fee / account holder | $7,285 | $6,053+20.4% | $9,312-21.8% | $5,306+37.3% |