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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 | $21,258 | $125,797-83.1% | $170,043-87.5% | $75,173-71.7% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.0%+6.3pp | 67.2%+26.1pp |
| Annual return | 143.61% | 27.20%+116.4pp | 53.40%+90.2pp | 160.72%-17.1pp |
| Employer contribution / active EE | $3,240 | $4,616-29.8% | $6,790-52.3% | $2,671+21.3% |
| Participant deferral / active EE | $8,020 | $6,838+17.3% | $10,410-23.0% | $4,126+94.4% |
| Admin fee / account holder | $754 | $8,177-90.8% | $12,824-94.1% | $5,651-86.6% |