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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 | $18,517 | $197,625-90.6% | $177,840-89.6% | $158,966-88.4% |
| Participation rate | 76.5% | 88.5%-12.1pp | 87.7%-11.2pp | 82.0%-5.5pp |
| Annual return | 32.25% | 58.76%-26.5pp | 48.32%-16.1pp | 302.95%-270.7pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,446 | $8,405+12.4% | $7,714+22.5% | $5,983+57.9% |
| Admin fee / account holder | $2,742 | $15,405-82.2% | $12,431-77.9% | $11,250-75.6% |