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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 | $21,864 | $83,485-73.8% | $125,195-82.5% | $72,976-70.0% |
| Participation rate | 96.5% | 73.3%+23.2pp | 79.8%+16.7pp | 69.5%+27.0pp |
| Annual return | 1716.26% | 25.77%+1690.5pp | 43.79%+1672.5pp | 81.02%+1635.2pp |
| Employer contribution / active EE | $3,148 | $2,346+34.2% | $3,866-18.6% | $2,440+29.0% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $482 | $5,518-91.3% | $9,704-95.0% | $5,124-90.6% |