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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 | $14,756 | $106,749-86.2% | $145,433-89.9% | $82,448-82.1% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 98.64% | 27.59%+71.0pp | 66.58%+32.1pp | 41.64%+57.0pp |
| Employer contribution / active EE | $7,322 | $3,444+112.6% | $4,554+60.8% | $2,551+187.0% |
| Participant deferral / active EE | $16,427 | $6,519+152.0% | $7,897+108.0% | $4,139+296.9% |
| Admin fee / account holder | $2,102 | $8,390-75.0% | $13,129-84.0% | $7,234-71.0% |