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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 | $19,516 | $157,276-87.6% | $141,177-86.2% | $152,885-87.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 549.63% | 64.33%+485.3pp | 71.40%+478.2pp | 345.39%+204.2pp |
| Employer contribution / active EE | $1,680 | $5,262-68.1% | $4,736-64.5% | $4,763-64.7% |
| Participant deferral / active EE | $3,182 | $7,110-55.3% | $6,710-52.6% | $5,851-45.6% |
| Admin fee / account holder | $1,393 | $12,123-88.5% | $10,263-86.4% | $11,598-88.0% |