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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 | $18,695 | $166,268-88.8% | $165,100-88.7% | $145,897-87.2% |
| Participation rate | 87.0% | 82.0%+4.9pp | 78.6%+8.3pp | 80.3%+6.7pp |
| Annual return | 8.91% | 100.52%-91.6pp | 70.21%-61.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,734 | $5,284-67.2% | $4,348-60.1% | $4,663-62.8% |
| Participant deferral / active EE | $3,560 | $6,964-48.9% | $6,035-41.0% | $6,689-46.8% |
| Admin fee / account holder | $334 | $16,659-98.0% | $12,696-97.4% | $13,390-97.5% |