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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 | $17,972 | $77,817-76.9% | $123,553-85.5% | $64,173-72.0% |
| Participation rate | 81.5% | 74.7%+6.8pp | 82.3%-0.8pp | 69.6%+11.9pp |
| Annual return | 176.20% | 12.49%+163.7pp | 119.21%+57.0pp | 7.63%+168.6pp |
| Employer contribution / active EE | $3,546 | $3,014+17.6% | $4,628-23.4% | $2,381+48.9% |
| Participant deferral / active EE | $6,087 | $5,240+16.2% | $6,426-5.3% | $3,470+75.4% |
| Admin fee / account holder | $872 | $5,519-84.2% | $9,284-90.6% | $4,887-82.2% |