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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 | $17,080 | $176,077-90.3% | $159,455-89.3% | $167,518-89.8% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 13.57% | 331.83%-318.3pp | 263.63%-250.1pp | 478.71%-465.1pp |
| Employer contribution / active EE | $2,277 | $5,298-57.0% | $4,830-52.9% | $4,838-52.9% |
| Participant deferral / active EE | $3,127 | $7,751-59.7% | $7,353-57.5% | $6,342-50.7% |
| Admin fee / account holder | $1,038 | $12,556-91.7% | $10,800-90.4% | $12,312-91.6% |