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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 | $15,635 | $157,296-90.1% | $141,191-88.9% | $152,897-89.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 819.53% | 64.34%+755.2pp | 71.41%+748.1pp | 345.43%+474.1pp |
| Employer contribution / active EE | $3,293 | $5,262-37.4% | $4,736-30.5% | $4,764-30.9% |
| Participant deferral / active EE | $2,524 | $7,111-64.5% | $6,710-62.4% | $5,851-56.9% |
| Admin fee / account holder | $596 | $12,125-95.1% | $10,264-94.2% | $11,599-94.9% |