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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 | $24,249 | $102,429-76.3% | $147,096-83.5% | $80,925-70.0% |
| Participation rate | 86.0% | 75.9%+10.1pp | 82.2%+3.8pp | 67.7%+18.3pp |
| Annual return | 47.60% | 135.02%-87.4pp | 419.75%-372.2pp | 35.65%+11.9pp |
| Employer contribution / active EE | $3,245 | $3,716-12.7% | $4,936-34.3% | $2,756+17.7% |
| Participant deferral / active EE | $5,950 | $6,649-10.5% | $8,071-26.3% | $4,299+38.4% |
| Admin fee / account holder | $439 | $7,957-94.5% | $13,005-96.6% | $6,940-93.7% |