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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 | $27,218 | $101,539-73.2% | $147,041-81.5% | $74,400-63.4% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.1pp | 67.2%+30.0pp |
| Annual return | 14.90% | 8740.84%-8725.9pp | 419.21%-404.3pp | 1367.51%-1352.6pp |
| Employer contribution / active EE | $3,394 | $3,811-10.9% | $4,935-31.2% | $2,624+29.3% |
| Participant deferral / active EE | $3,825 | $7,304-47.6% | $8,071-52.6% | $4,348-12.0% |
| Admin fee / account holder | $1,510 | $1,749-13.7% | $13,006-88.4% | $1,944-22.3% |