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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 | $13,867 | $166,268-91.7% | $165,100-91.6% | $145,897-90.5% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 15.25% | 100.52%-85.3pp | 70.21%-55.0pp | 552.29%-537.0pp |
| Employer contribution / active EE | $6,137 | $5,284+16.1% | $4,348+41.1% | $4,663+31.6% |
| Participant deferral / active EE | $8,229 | $6,964+18.2% | $6,035+36.3% | $6,689+23.0% |
| Admin fee / account holder | $591 | $16,659-96.5% | $12,696-95.3% | $13,390-95.6% |