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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 | $25,626 | $101,591-74.8% | $147,096-82.6% | $74,429-65.6% |
| Participation rate | 90.6% | 75.5%+15.1pp | 82.2%+8.4pp | 67.2%+23.4pp |
| Annual return | 13.71% | 8746.45%-8732.7pp | 419.75%-406.0pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $1,301 | $3,813-65.9% | $4,936-73.6% | $2,625-50.4% |
| Participant deferral / active EE | $3,804 | $7,302-47.9% | $8,071-52.9% | $4,348-12.5% |
| Admin fee / account holder | $1,428 | $1,750-18.4% | $13,005-89.0% | $1,944-26.5% |