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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 | $21,183 | $157,276-86.5% | $141,177-85.0% | $152,885-86.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 31.61% | 64.33%-32.7pp | 71.40%-39.8pp | 345.39%-313.8pp |
| Employer contribution / active EE | $3,333 | $5,262-36.7% | $4,736-29.6% | $4,763-30.0% |
| Participant deferral / active EE | $4,158 | $7,110-41.5% | $6,710-38.0% | $5,851-28.9% |
| Admin fee / account holder | $855 | $12,123-92.9% | $10,263-91.7% | $11,598-92.6% |