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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 | $25,460 | $185,883-86.3% | $170,043-85.0% | $139,466-81.7% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 20.63% | 60.54%-39.9pp | 53.40%-32.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $4,519 | $7,596-40.5% | $6,790-33.4% | $4,754-4.9% |
| Participant deferral / active EE | $7,819 | $11,626-32.7% | $10,410-24.9% | $6,712+16.5% |
| Admin fee / account holder | $7,851 | $15,393-49.0% | $12,824-38.8% | $11,409-31.2% |