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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 | $18,386 | $234,190-92.1% | $180,320-89.8% | $198,609-90.7% |
| Participation rate | 90.0% | 77.1%+12.9pp | 71.5%+18.5pp | 82.4%+7.6pp |
| Annual return | 20.64% | 1057.44%-1036.8pp | 778.54%-757.9pp | 202.70%-182.1pp |
| Employer contribution / active EE | $1,197 | $5,258-77.2% | $4,108-70.9% | $5,055-76.3% |
| Participant deferral / active EE | $3,271 | $4,988-34.4% | $4,304-24.0% | $6,977-53.1% |
| Admin fee / account holder | $2,025 | $12,558-83.9% | $10,000-79.8% | $19,030-89.4% |