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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 | $18,817 | $93,373-79.8% | $152,473-87.7% | $85,847-78.1% |
| Participation rate | 79.3% | 70.1%+9.2pp | 78.2%+1.1pp | 69.3%+10.0pp |
| Annual return | 21.20% | 21.84%-0.6pp | 757.59%-736.4pp | 318.61%-297.4pp |
| Employer contribution / active EE | $2,720 | $2,996-9.2% | $4,326-37.1% | $2,565+6.0% |
| Participant deferral / active EE | $2,884 | $4,550-36.6% | $5,817-50.4% | $3,952-27.0% |
| Admin fee / account holder | $1,717 | $13,853-87.6% | $15,811-89.1% | $6,261-72.6% |