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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 | $16,237 | $157,296-89.7% | $141,191-88.5% | $152,897-89.4% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.5%+3.9pp |
| Annual return | 57.85% | 64.34%-6.5pp | 71.41%-13.6pp | 345.43%-287.6pp |
| Employer contribution / active EE | $2,233 | $5,262-57.6% | $4,736-52.8% | $4,764-53.1% |
| Participant deferral / active EE | $6,756 | $7,111-5.0% | $6,710+0.7% | $5,851+15.5% |
| Admin fee / account holder | $550 | $12,125-95.5% | $10,264-94.6% | $11,599-95.3% |