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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 | $18,500 | $68,398-73.0% | $94,664-80.5% | $75,173-75.4% |
| Participation rate | 95.6% | 76.1%+19.5pp | 80.8%+14.7pp | 67.2%+28.4pp |
| Annual return | 30.95% | 616.72%-585.8pp | 156.84%-125.9pp | 160.72%-129.8pp |
| Employer contribution / active EE | $3,951 | $2,701+46.3% | $3,673+7.6% | $2,671+47.9% |
| Participant deferral / active EE | $8,004 | $6,537+22.5% | $7,417+7.9% | $4,126+94.0% |
| Admin fee / account holder | $509 | $5,324-90.4% | $7,222-93.0% | $5,651-91.0% |