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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 | $9,533 | $115,814-91.8% | $101,275-90.6% | $158,982-94.0% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 24.01% | 56.16%-32.1pp | 46.48%-22.5pp | 302.99%-279.0pp |
| Employer contribution / active EE | $1,847 | $4,176-55.8% | $3,660-49.5% | $4,763-61.2% |
| Participant deferral / active EE | $3,862 | $4,958-22.1% | $4,371-11.6% | $5,983-35.5% |
| Admin fee / account holder | $330 | $7,249-95.4% | $5,948-94.4% | $11,252-97.1% |