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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 | $20,867 | $209,425-90.0% | $178,499-88.3% | $158,966-86.9% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 26.41% | 188.80%-162.4pp | 151.10%-124.7pp | 302.95%-276.5pp |
| Employer contribution / active EE | $2,037 | $5,707-64.3% | $5,011-59.4% | $4,762-57.2% |
| Participant deferral / active EE | $6,656 | $5,955+11.8% | $5,202+27.9% | $5,983+11.2% |
| Admin fee / account holder | $558 | $17,078-96.7% | $13,986-96.0% | $11,250-95.0% |