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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 | $21,838 | $196,972-88.9% | $182,262-88.0% | $198,609-89.0% |
| Participation rate | 91.7% | 85.7%+6.0pp | 84.2%+7.5pp | 82.4%+9.3pp |
| Annual return | 14.50% | 158.27%-143.8pp | 140.60%-126.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $2,041 | $5,364-61.9% | $5,046-59.6% | $5,055-59.6% |
| Participant deferral / active EE | $6,775 | $8,643-21.6% | $8,276-18.1% | $6,977-2.9% |
| Admin fee / account holder | $3,632 | $18,429-80.3% | $16,712-78.3% | $19,030-80.9% |