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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 | $17,196 | $185,856-90.7% | $170,028-89.9% | $139,456-87.7% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 21.26% | 60.52%-39.3pp | 53.39%-32.1pp | 373.45%-352.2pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,511 | $11,623-9.6% | $10,409+1.0% | $6,711+56.6% |
| Admin fee / account holder | $3,551 | $15,387-76.9% | $12,820-72.3% | $11,407-68.9% |