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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 | $21,605 | $157,276-86.3% | $141,177-84.7% | $152,885-85.9% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.5%+13.2pp |
| Annual return | 85.39% | 64.33%+21.1pp | 71.40%+14.0pp | 345.39%-260.0pp |
| Employer contribution / active EE | $2,270 | $5,262-56.8% | $4,736-52.1% | $4,763-52.3% |
| Participant deferral / active EE | $7,081 | $7,110-0.4% | $6,710+5.5% | $5,851+21.0% |
| Admin fee / account holder | $6,080 | $12,123-49.8% | $10,263-40.8% | $11,598-47.6% |