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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 | $7,621 | $78,694-90.3% | $67,652-88.7% | $125,389-93.9% |
| Participation rate | 73.3% | 78.8%-5.5pp | 75.7%-2.3pp | 83.2%-9.9pp |
| Annual return | 108.79% | 9.46%+99.3pp | 6625.40%-6516.6pp | 282.24%-173.5pp |
| Employer contribution / active EE | $1,323 | $3,044-56.5% | $2,266-41.6% | $4,866-72.8% |
| Participant deferral / active EE | $1,447 | $4,292-66.3% | $3,560-59.4% | $5,352-73.0% |
| Admin fee / account holder | $6,673 | $7,403-9.9% | $4,821+38.4% | $9,541-30.1% |