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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 | $13,414 | $98,766-86.4% | $149,730-91.0% | $79,852-83.2% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.5%-3.2pp | 69.6%+9.6pp |
| Annual return | 335.55% | 27.43%+308.1pp | 276.70%+58.8pp | 31.72%+303.8pp |
| Employer contribution / active EE | $1,189 | $3,217-63.1% | $4,645-74.4% | $2,471-51.9% |
| Participant deferral / active EE | $3,758 | $5,681-33.8% | $6,843-45.1% | $3,740+0.5% |
| Admin fee / account holder | $912 | $6,052-84.9% | $9,310-90.2% | $5,306-82.8% |