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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 | $16,958 | $72,492-76.6% | $87,102-80.5% | $72,983-76.8% |
| Participation rate | 89.6% | 72.8%+16.8pp | 76.9%+12.7pp | 69.5%+20.1pp |
| Annual return | 141.62% | 24.46%+117.2pp | 28.19%+113.4pp | 81.01%+60.6pp |
| Employer contribution / active EE | $3,622 | $1,894+91.2% | $2,521+43.7% | $2,440+48.4% |
| Participant deferral / active EE | $7,216 | $3,270+120.7% | $4,048+78.2% | $3,608+100.0% |
| Admin fee / account holder | $499 | $5,055-90.1% | $7,491-93.3% | $5,124-90.3% |