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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 | $21,459 | $171,492-87.5% | $150,734-85.8% | $198,609-89.2% |
| Participation rate | 81.3% | 81.4%-0.2pp | 78.4%+2.8pp | 82.4%-1.1pp |
| Annual return | 17.75% | 804.70%-787.0pp | 600.81%-583.1pp | 202.70%-185.0pp |
| Employer contribution / active EE | $2,201 | $5,470-59.8% | $4,918-55.3% | $5,055-56.5% |
| Participant deferral / active EE | $3,967 | $6,259-36.6% | $5,610-29.3% | $6,977-43.1% |
| Admin fee / account holder | $706 | $17,628-96.0% | $14,905-95.3% | $19,030-96.3% |