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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 | $23,138 | $102,393-77.4% | $147,041-84.3% | $80,911-71.4% |
| Participation rate | 87.0% | 75.9%+11.1pp | 82.2%+4.8pp | 67.6%+19.3pp |
| Annual return | 14.51% | 134.95%-120.4pp | 419.21%-404.7pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,512 | $3,715-59.3% | $4,935-69.4% | $2,756-45.1% |
| Participant deferral / active EE | $4,307 | $6,647-35.2% | $8,071-46.6% | $4,297+0.2% |
| Admin fee / account holder | $2,196 | $7,943-72.4% | $13,006-83.1% | $6,935-68.3% |