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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 | $24,637 | $102,429-75.9% | $147,096-83.3% | $80,925-69.6% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 14.10% | 135.02%-120.9pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $3,826 | $3,716+3.0% | $4,936-22.5% | $2,756+38.8% |
| Participant deferral / active EE | $7,107 | $6,649+6.9% | $8,071-11.9% | $4,299+65.3% |
| Admin fee / account holder | $3,691 | $7,957-53.6% | $13,005-71.6% | $6,940-46.8% |