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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 | $20,311 | $144,130-85.9% | $117,861-82.8% | $147,586-86.2% |
| Participation rate | 95.2% | 83.4%+11.8pp | 79.7%+15.6pp | 82.8%+12.4pp |
| Annual return | 12.04% | 531.20%-519.2pp | 335.11%-323.1pp | 578.59%-566.6pp |
| Employer contribution / active EE | $2,436 | $4,897-50.3% | $3,786-35.7% | $4,876-50.0% |
| Participant deferral / active EE | $2,000 | $5,316-62.4% | $4,482-55.4% | $5,439-63.2% |
| Admin fee / account holder | $1,618 | $10,887-85.1% | $8,021-79.8% | $10,886-85.1% |