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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 | $13,940 | $70,666-80.3% | $169,385-91.8% | $75,181-81.5% |
| Participation rate | 90.3% | 64.8%+25.5pp | 77.2%+13.2pp | 67.2%+23.1pp |
| Annual return | 48.99% | 36.37%+12.6pp | 405.82%-356.8pp | 160.69%-111.7pp |
| Employer contribution / active EE | $2,407 | $2,210+8.9% | $4,012-40.0% | $2,671-9.9% |
| Participant deferral / active EE | $4,264 | $4,308-1.0% | $6,221-31.5% | $4,126+3.3% |
| Admin fee / account holder | $656 | $5,402-87.9% | $9,011-92.7% | $5,650-88.4% |