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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 | $19,812 | $192,829-89.7% | $142,516-86.1% | $139,466-85.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 66.23% | 17.99%+48.2pp | 19.99%+46.2pp | 373.66%-307.4pp |
| Employer contribution / active EE | $4,094 | $5,808-29.5% | $4,849-15.6% | $4,754-13.9% |
| Participant deferral / active EE | $10,390 | $7,200+44.3% | $6,280+65.4% | $6,712+54.8% |
| Admin fee / account holder | $1,456 | $15,120-90.4% | $10,008-85.4% | $11,409-87.2% |