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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 | $14,078 | $183,539-92.3% | $155,556-90.9% | $145,897-90.4% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 89.24% | 61.31%+27.9pp | 64.84%+24.4pp | 552.29%-463.1pp |
| Employer contribution / active EE | $2,199 | $5,315-58.6% | $4,675-53.0% | $4,663-52.8% |
| Participant deferral / active EE | $4,095 | $6,467-36.7% | $5,631-27.3% | $6,689-38.8% |
| Admin fee / account holder | $900 | $19,275-95.3% | $15,885-94.3% | $13,390-93.3% |