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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 | $106,524-86.1% | $152,301-90.3% | $87,485-83.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.4%+5.1pp | 68.9%+18.6pp |
| Annual return | 98.64% | 26.89%+71.7pp | 80.50%+18.1pp | 26.06%+72.6pp |
| Employer contribution / active EE | $7,322 | $3,371+117.2% | $4,624+58.3% | $2,596+182.0% |
| Participant deferral / active EE | $16,427 | $6,525+151.8% | $8,004+105.2% | $4,274+284.4% |
| Admin fee / account holder | $2,102 | $8,287-74.6% | $14,398-85.4% | $7,775-73.0% |