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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 | $21,997 | $96,731-77.3% | $123,973-82.3% | $86,983-74.7% |
| Participation rate | 91.7% | 70.0%+21.6pp | 76.7%+15.0pp | 69.5%+22.1pp |
| Annual return | 28.57% | 17.33%+11.2pp | 388.13%-359.6pp | 25.83%+2.7pp |
| Employer contribution / active EE | $15,128 | $3,297+358.8% | $4,126+266.7% | $2,584+485.3% |
| Participant deferral / active EE | $2,000 | $4,152-51.8% | $5,247-61.9% | $4,194-52.3% |
| Admin fee / account holder | $2,206 | $8,722-74.7% | $11,799-81.3% | $7,856-71.9% |