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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 | $9,204 | $102,663-91.0% | $86,216-89.3% | $139,466-93.4% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 30.38% | 1924.52%-1894.1pp | 1169.42%-1139.0pp | 373.66%-343.3pp |
| Employer contribution / active EE | $1,711 | $3,035-43.6% | $2,382-28.2% | $4,754-64.0% |
| Participant deferral / active EE | $5,228 | $4,677+11.8% | $3,986+31.2% | $6,712-22.1% |
| Admin fee / account holder | $434 | $8,663-95.0% | $6,853-93.7% | $11,409-96.2% |