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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 | $23,756 | $102,382-76.8% | $147,005-83.8% | $80,874-70.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.86% | 134.89%-119.0pp | 418.76%-402.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $2,714 | $3,715-26.9% | $4,934-45.0% | $2,756-1.5% |
| Participant deferral / active EE | $4,136 | $6,646-37.8% | $8,070-48.7% | $4,297-3.7% |
| Admin fee / account holder | $496 | $7,942-93.8% | $13,006-96.2% | $6,935-92.8% |