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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 | $15,917 | $93,598-83.0% | $135,974-88.3% | $75,173-78.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 176.53% | 30.89%+145.6pp | 68.30%+108.2pp | 160.72%+15.8pp |
| Employer contribution / active EE | $3,731 | $3,538+5.5% | $4,859-23.2% | $2,671+39.7% |
| Participant deferral / active EE | $6,188 | $6,405-3.4% | $7,760-20.3% | $4,126+50.0% |
| Admin fee / account holder | $657 | $6,978-90.6% | $10,767-93.9% | $5,651-88.4% |