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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 | $28,988 | $183,988-84.2% | $162,177-82.1% | $152,897-81.0% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.6%-3.3pp | 82.5%+1.8pp |
| Annual return | 28.09% | 150.79%-122.7pp | 115.60%-87.5pp | 345.43%-317.3pp |
| Employer contribution / active EE | $2,826 | $6,370-55.6% | $5,613-49.7% | $4,764-40.7% |
| Participant deferral / active EE | $6,628 | $8,032-17.5% | $7,297-9.2% | $5,851+13.3% |
| Admin fee / account holder | $1,179 | $13,123-91.0% | $10,843-89.1% | $11,599-89.8% |