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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 | $13,306 | $166,242-92.0% | $165,071-91.9% | $145,884-90.9% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 13.47% | 100.44%-87.0pp | 70.17%-56.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,290 | $5,283-56.6% | $4,347-47.3% | $4,662-50.9% |
| Participant deferral / active EE | $3,955 | $6,964-43.2% | $6,035-34.5% | $6,690-40.9% |
| Admin fee / account holder | $516 | $16,658-96.9% | $12,695-95.9% | $13,392-96.2% |