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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 | $19,081 | $157,296-87.9% | $141,191-86.5% | $152,897-87.5% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.5%+8.9pp |
| Annual return | 20.68% | 64.34%-43.7pp | 71.41%-50.7pp | 345.43%-324.7pp |
| Employer contribution / active EE | $2,357 | $5,262-55.2% | $4,736-50.2% | $4,764-50.5% |
| Participant deferral / active EE | $3,054 | $7,111-57.0% | $6,710-54.5% | $5,851-47.8% |
| Admin fee / account holder | $764 | $12,125-93.7% | $10,264-92.6% | $11,599-93.4% |