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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 | $20,915 | $209,428-90.0% | $178,498-88.3% | $158,950-86.8% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 24.59% | 188.78%-164.2pp | 151.09%-126.5pp | 302.91%-278.3pp |
| Employer contribution / active EE | $2,859 | $5,707-49.9% | $5,011-43.0% | $4,762-40.0% |
| Participant deferral / active EE | $3,482 | $5,955-41.5% | $5,202-33.1% | $5,983-41.8% |
| Admin fee / account holder | $858 | $17,077-95.0% | $13,985-93.9% | $11,248-92.4% |