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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 | $29,075 | $209,422-86.1% | $178,503-83.7% | $158,982-81.7% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 15.88% | 188.81%-172.9pp | 151.12%-135.2pp | 302.99%-287.1pp |
| Employer contribution / active EE | $2,517 | $5,707-55.9% | $5,011-49.8% | $4,763-47.2% |
| Participant deferral / active EE | $4,140 | $5,955-30.5% | $5,202-20.4% | $5,983-30.8% |
| Admin fee / account holder | $1,732 | $17,079-89.9% | $13,987-87.6% | $11,252-84.6% |