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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 | $15,038 | $102,422-85.3% | $147,117-89.8% | $80,959-81.4% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 43.52% | 135.16%-91.6pp | 420.54%-377.0pp | 35.67%+7.9pp |
| Employer contribution / active EE | $4,631 | $3,717+24.6% | $4,932-6.1% | $2,757+68.0% |
| Participant deferral / active EE | $7,584 | $6,652+14.0% | $8,065-6.0% | $4,300+76.4% |
| Admin fee / account holder | $1,788 | $7,953-77.5% | $12,993-86.2% | $6,925-74.2% |