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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 | $24,913 | $98,776-74.8% | $149,745-83.4% | $79,856-68.8% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.1pp |
| Annual return | 87.14% | 27.38%+59.8pp | 276.72%-189.6pp | 31.71%+55.4pp |
| Employer contribution / active EE | $3,644 | $3,217+13.3% | $4,646-21.6% | $2,471+47.4% |
| Participant deferral / active EE | $7,708 | $5,681+35.7% | $6,843+12.6% | $3,741+106.1% |
| Admin fee / account holder | $2,639 | $6,053-56.4% | $9,312-71.7% | $5,306-50.3% |