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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 | $20,687 | $165,361-87.5% | $149,715-86.2% | $158,950-87.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.68% | 348.24%-306.6pp | 276.66%-235.0pp | 302.91%-261.2pp |
| Employer contribution / active EE | $4,629 | $5,103-9.3% | $4,645-0.3% | $4,762-2.8% |
| Participant deferral / active EE | $8,965 | $7,182+24.8% | $6,842+31.0% | $5,983+49.9% |
| Admin fee / account holder | $1,915 | $10,808-82.3% | $9,310-79.4% | $11,248-83.0% |