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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 | $11,646 | $115,796-89.9% | $101,264-88.5% | $158,950-92.7% |
| Participation rate | 95.5% | 79.4%+16.1pp | 75.8%+19.6pp | 82.0%+13.5pp |
| Annual return | 18.95% | 56.15%-37.2pp | 46.48%-27.5pp | 302.91%-284.0pp |
| Employer contribution / active EE | $1,411 | $4,175-66.2% | $3,660-61.4% | $4,762-70.4% |
| Participant deferral / active EE | $1,648 | $4,958-66.8% | $4,370-62.3% | $5,983-72.4% |
| Admin fee / account holder | $1,016 | $7,247-86.0% | $5,947-82.9% | $11,248-91.0% |