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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 | $14,799 | $183,592-91.9% | $155,574-90.5% | $145,877-89.9% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 80.62% | 61.37%+19.2pp | 64.87%+15.8pp | 551.28%-470.7pp |
| Employer contribution / active EE | $1,731 | $5,317-67.4% | $4,676-63.0% | $4,663-62.9% |
| Participant deferral / active EE | $4,315 | $6,466-33.3% | $5,629-23.3% | $6,691-35.5% |
| Admin fee / account holder | $1,032 | $19,316-94.7% | $15,914-93.5% | $13,402-92.3% |