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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 | $21,367 | $167,522-87.2% | $151,639-85.9% | $134,532-84.1% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | 116.65% | 7.81%+108.8pp | 3.34%+113.3pp | 418.27%-301.6pp |
| Employer contribution / active EE | $3,671 | $6,828-46.2% | $6,165-40.5% | $4,741-22.6% |
| Participant deferral / active EE | $5,979 | $8,986-33.5% | $8,363-28.5% | $6,401-6.6% |
| Admin fee / account holder | $547 | $13,780-96.0% | $11,613-95.3% | $11,429-95.2% |