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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 | $11,636 | $65,434-82.2% | $98,483-88.2% | $85,847-86.4% |
| Participation rate | 82.1% | 65.0%+17.1pp | 73.3%+8.8pp | 69.3%+12.8pp |
| Annual return | 28.81% | 21.75%+7.1pp | 1494.38%-1465.6pp | 318.61%-289.8pp |
| Employer contribution / active EE | $417 | $2,169-80.8% | $2,961-85.9% | $2,565-83.7% |
| Participant deferral / active EE | $973 | $3,168-69.3% | $4,276-77.2% | $3,952-75.4% |
| Admin fee / account holder | $628 | $4,595-86.3% | $5,953-89.4% | $6,261-90.0% |