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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 | $11,621 | $157,296-92.6% | $141,191-91.8% | $152,897-92.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 27.21% | 64.34%-37.1pp | 71.41%-44.2pp | 345.43%-318.2pp |
| Employer contribution / active EE | $1,663 | $5,262-68.4% | $4,736-64.9% | $4,764-65.1% |
| Participant deferral / active EE | $2,488 | $7,111-65.0% | $6,710-62.9% | $5,851-57.5% |
| Admin fee / account holder | $493 | $12,125-95.9% | $10,264-95.2% | $11,599-95.7% |