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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 | $17,153 | $160,028-89.3% | $147,080-88.3% | $145,884-88.2% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 17.80% | 98.60%-80.8pp | 420.17%-402.4pp | 551.85%-534.0pp |
| Employer contribution / active EE | $1,770 | $5,286-66.5% | $4,933-64.1% | $4,662-62.0% |
| Participant deferral / active EE | $6,167 | $8,422-26.8% | $8,066-23.5% | $6,690-7.8% |
| Admin fee / account holder | $2,506 | $15,030-83.3% | $12,989-80.7% | $13,392-81.3% |