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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 | $19,415 | $157,304-87.7% | $141,197-86.2% | $152,909-87.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 30.43% | 64.34%-33.9pp | 71.41%-41.0pp | 345.46%-315.0pp |
| Employer contribution / active EE | $2,848 | $5,263-45.9% | $4,736-39.9% | $4,764-40.2% |
| Participant deferral / active EE | $8,701 | $7,111+22.4% | $6,710+29.7% | $5,851+48.7% |
| Admin fee / account holder | $1,942 | $12,126-84.0% | $10,265-81.1% | $11,601-83.3% |