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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 | $29,277 | $171,492-82.9% | $150,734-80.6% | $198,609-85.3% |
| Participation rate | 78.6% | 81.4%-2.8pp | 78.4%+0.1pp | 82.4%-3.8pp |
| Annual return | 18.72% | 804.70%-786.0pp | 600.81%-582.1pp | 202.70%-184.0pp |
| Employer contribution / active EE | $2,147 | $5,470-60.7% | $4,918-56.3% | $5,055-57.5% |
| Participant deferral / active EE | $6,043 | $6,259-3.5% | $5,610+7.7% | $6,977-13.4% |
| Admin fee / account holder | $929 | $17,628-94.7% | $14,905-93.8% | $19,030-95.1% |