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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 | $22,333 | $152,612-85.4% | $125,192-82.2% | $152,897-85.4% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.5%+10.9pp |
| Annual return | 19.99% | 54.85%-34.9pp | 43.79%-23.8pp | 345.43%-325.4pp |
| Employer contribution / active EE | $2,133 | $4,947-56.9% | $3,866-44.8% | $4,764-55.2% |
| Participant deferral / active EE | $2,733 | $5,868-53.4% | $4,937-44.6% | $5,851-53.3% |
| Admin fee / account holder | $1,755 | $13,437-86.9% | $9,704-81.9% | $11,599-84.9% |