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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 | $32,760 | $171,492-80.9% | $150,734-78.3% | $198,609-83.5% |
| Participation rate | 87.5% | 81.4%+6.1pp | 78.4%+9.1pp | 82.4%+5.1pp |
| Annual return | 14.43% | 804.70%-790.3pp | 600.81%-586.4pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,987 | $5,470-63.7% | $4,918-59.6% | $5,055-60.7% |
| Participant deferral / active EE | $5,369 | $6,259-14.2% | $5,610-4.3% | $6,977-23.0% |
| Admin fee / account holder | $1,389 | $17,628-92.1% | $14,905-90.7% | $19,030-92.7% |