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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 | $183,516-92.3% | $155,534-90.9% | $145,884-90.3% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 89.24% | 61.43%+27.8pp | 64.92%+24.3pp | 551.85%-462.6pp |
| Employer contribution / active EE | $2,199 | $5,315-58.6% | $4,675-53.0% | $4,662-52.8% |
| Participant deferral / active EE | $4,095 | $6,467-36.7% | $5,630-27.3% | $6,690-38.8% |
| Admin fee / account holder | $900 | $19,293-95.3% | $15,900-94.3% | $13,392-93.3% |