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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 | $15,915 | $166,268-90.4% | $165,100-90.4% | $145,897-89.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 13.88% | 100.52%-86.6pp | 70.21%-56.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,372 | $5,284-74.0% | $4,348-68.4% | $4,663-70.6% |
| Participant deferral / active EE | $4,759 | $6,964-31.7% | $6,035-21.2% | $6,689-28.9% |
| Admin fee / account holder | $574 | $16,659-96.6% | $12,696-95.5% | $13,390-95.7% |