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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 | $10,884 | $118,708-90.8% | $98,920-89.0% | $158,966-93.2% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.7pp | 82.0%-4.2pp |
| Annual return | 102.49% | 372.49%-270.0pp | 196.47%-94.0pp | 302.95%-200.5pp |
| Employer contribution / active EE | $3,051 | $3,334-8.5% | $2,689+13.4% | $4,762-35.9% |
| Participant deferral / active EE | $4,769 | $5,089-6.3% | $4,245+12.4% | $5,983-20.3% |
| Admin fee / account holder | $2,512 | $10,134-75.2% | $6,643-62.2% | $11,250-77.7% |