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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 | $17,592 | $81,208-78.3% | $98,920-82.2% | $79,852-78.0% |
| Participation rate | 93.0% | 72.5%+20.5pp | 76.0%+17.0pp | 69.6%+23.4pp |
| Annual return | 49.17% | 60.99%-11.8pp | 196.47%-147.3pp | 31.72%+17.4pp |
| Employer contribution / active EE | $2,235 | $1,960+14.0% | $2,689-16.9% | $2,471-9.6% |
| Participant deferral / active EE | $4,621 | $3,265+41.5% | $4,245+8.9% | $3,740+23.5% |
| Admin fee / account holder | $1,716 | $6,013-71.5% | $6,643-74.2% | $5,306-67.7% |