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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 | $19,864 | $185,856-89.3% | $170,028-88.3% | $139,456-85.8% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 22.82% | 60.52%-37.7pp | 53.39%-30.6pp | 373.45%-350.6pp |
| Employer contribution / active EE | $3,056 | $7,593-59.8% | $6,788-55.0% | $4,753-35.7% |
| Participant deferral / active EE | $7,721 | $11,623-33.6% | $10,409-25.8% | $6,711+15.0% |
| Admin fee / account holder | $5,856 | $15,387-61.9% | $12,820-54.3% | $11,407-48.7% |