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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 | $15,124 | $68,878-78.0% | $120,574-87.5% | $80,935-81.3% |
| Participation rate | 89.5% | 61.7%+27.8pp | 71.9%+17.5pp | 67.7%+21.8pp |
| Annual return | 51.51% | 23.67%+27.8pp | 107.42%-55.9pp | 35.66%+15.8pp |
| Employer contribution / active EE | $2,397 | $2,065+16.1% | $3,471-30.9% | $2,757-13.0% |
| Participant deferral / active EE | $4,040 | $3,189+26.7% | $4,996-19.1% | $4,299-6.0% |
| Admin fee / account holder | $695 | $5,782-88.0% | $9,445-92.6% | $6,924-90.0% |