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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 | $16,241 | $166,268-90.2% | $165,100-90.2% | $145,897-88.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 15.17% | 100.52%-85.4pp | 70.21%-55.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,302 | $5,284-56.4% | $4,348-47.1% | $4,663-50.6% |
| Participant deferral / active EE | $5,224 | $6,964-25.0% | $6,035-13.4% | $6,689-21.9% |
| Admin fee / account holder | $505 | $16,659-97.0% | $12,696-96.0% | $13,390-96.2% |