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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 | $14,986 | $89,370-83.2% | $141,197-89.4% | $72,976-79.5% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 28.55% | 111.88%-83.3pp | 71.41%-42.9pp | 81.02%-52.5pp |
| Employer contribution / active EE | $3,588 | $3,115+15.2% | $4,736-24.2% | $2,440+47.0% |
| Participant deferral / active EE | $6,279 | $5,419+15.9% | $6,710-6.4% | $3,608+74.0% |
| Admin fee / account holder | $2,262 | $5,957-62.0% | $10,265-78.0% | $5,124-55.9% |