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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 | $12,947 | $157,296-91.8% | $141,191-90.8% | $152,897-91.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 92.60% | 64.34%+28.3pp | 71.41%+21.2pp | 345.43%-252.8pp |
| Employer contribution / active EE | $1,473 | $5,262-72.0% | $4,736-68.9% | $4,764-69.1% |
| Participant deferral / active EE | $2,941 | $7,111-58.6% | $6,710-56.2% | $5,851-49.7% |
| Admin fee / account holder | $360 | $12,125-97.0% | $10,264-96.5% | $11,599-96.9% |