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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 | $16,925 | $96,731-82.5% | $123,973-86.3% | $86,983-80.5% |
| Participation rate | 97.1% | 70.0%+27.0pp | 76.7%+20.4pp | 69.5%+27.5pp |
| Annual return | 58.95% | 17.33%+41.6pp | 388.13%-329.2pp | 25.83%+33.1pp |
| Employer contribution / active EE | $2,541 | $3,297-22.9% | $4,126-38.4% | $2,584-1.7% |
| Participant deferral / active EE | $2,516 | $4,152-39.4% | $5,247-52.1% | $4,194-40.0% |
| Admin fee / account holder | $416 | $8,722-95.2% | $11,799-96.5% | $7,856-94.7% |