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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 | $166,242-90.4% | $165,071-90.4% | $145,884-89.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 13.88% | 100.44%-86.6pp | 70.17%-56.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,372 | $5,283-74.0% | $4,347-68.4% | $4,662-70.6% |
| Participant deferral / active EE | $4,759 | $6,964-31.7% | $6,035-21.2% | $6,690-28.9% |
| Admin fee / account holder | $574 | $16,658-96.6% | $12,695-95.5% | $13,392-95.7% |