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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 | $16,238 | $85,766-81.1% | $136,298-88.1% | $70,126-76.8% |
| Participation rate | 70.8% | 74.2%-3.4pp | 81.9%-11.1pp | 69.5%+1.2pp |
| Annual return | 41.60% | 31.46%+10.1pp | 5156.27%-5114.7pp | 73.15%-31.5pp |
| Employer contribution / active EE | $1,474 | $2,966-50.3% | $4,696-68.6% | $2,343-37.1% |
| Participant deferral / active EE | $6,410 | $5,051+26.9% | $6,247+2.6% | $3,332+92.4% |
| Admin fee / account holder | $491 | $5,421-90.9% | $9,244-94.7% | $4,645-89.4% |