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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 | $102,635-91.0% | $86,209-89.3% | $139,456-93.4% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 30.38% | 1923.53%-1893.2pp | 1169.05%-1138.7pp | 373.45%-343.1pp |
| Employer contribution / active EE | $1,711 | $3,034-43.6% | $2,381-28.2% | $4,753-64.0% |
| Participant deferral / active EE | $5,228 | $4,677+11.8% | $3,986+31.2% | $6,711-22.1% |
| Admin fee / account holder | $434 | $8,661-95.0% | $6,853-93.7% | $11,407-96.2% |