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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 | $18,952 | $234,190-91.9% | $180,320-89.5% | $198,609-90.5% |
| Participation rate | 85.7% | 77.1%+8.6pp | 71.5%+14.2pp | 82.4%+3.3pp |
| Annual return | 9.78% | 1057.44%-1047.7pp | 778.54%-768.8pp | 202.70%-192.9pp |
| Employer contribution / active EE | $1,924 | $5,258-63.4% | $4,108-53.2% | $5,055-62.0% |
| Participant deferral / active EE | $5,375 | $4,988+7.8% | $4,304+24.9% | $6,977-23.0% |
| Admin fee / account holder | $4,140 | $12,558-67.0% | $10,000-58.6% | $19,030-78.2% |