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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 | $20,592 | $106,749-80.7% | $145,433-85.8% | $82,448-75.0% |
| Participation rate | 79.1% | 75.6%+3.4pp | 82.1%-3.0pp | 68.1%+11.0pp |
| Annual return | 62.13% | 27.59%+34.5pp | 66.58%-4.4pp | 41.64%+20.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,710 | $6,519+33.6% | $7,897+10.3% | $4,139+110.4% |
| Admin fee / account holder | $2,674 | $8,390-68.1% | $13,129-79.6% | $7,234-63.0% |