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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 | $11,794 | $93,345-87.4% | $119,126-90.1% | $87,485-86.5% |
| Participation rate | 83.3% | 68.7%+14.6pp | 75.8%+7.6pp | 68.9%+14.4pp |
| Annual return | 42.86% | 19.08%+23.8pp | 282.11%-239.2pp | 26.06%+16.8pp |
| Employer contribution / active EE | $13,096 | $3,172+312.9% | $4,034+224.7% | $2,596+404.4% |
| Participant deferral / active EE | $6,171 | $4,099+50.6% | $5,318+16.0% | $4,274+44.4% |
| Admin fee / account holder | $1,073 | $8,039-86.6% | $10,693-90.0% | $7,775-86.2% |