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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 | $7,257 | $176,105-95.9% | $159,474-95.4% | $167,536-95.7% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 50.68% | 331.91%-281.2pp | 263.68%-213.0pp | 478.82%-428.1pp |
| Employer contribution / active EE | $1,918 | $5,299-63.8% | $4,831-60.3% | $4,839-60.4% |
| Participant deferral / active EE | $2,587 | $7,751-66.6% | $7,353-64.8% | $6,342-59.2% |
| Admin fee / account holder | $471 | $12,559-96.3% | $10,802-95.6% | $12,315-96.2% |