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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 | $20,977 | $157,276-86.7% | $141,177-85.1% | $152,885-86.3% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 22.90% | 64.33%-41.4pp | 71.40%-48.5pp | 345.39%-322.5pp |
| Employer contribution / active EE | $2,036 | $5,262-61.3% | $4,736-57.0% | $4,763-57.3% |
| Participant deferral / active EE | $4,513 | $7,110-36.5% | $6,710-32.7% | $5,851-22.9% |
| Admin fee / account holder | $1,881 | $12,123-84.5% | $10,263-81.7% | $11,598-83.8% |