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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 | $12,897 | $157,304-91.8% | $141,197-90.9% | $152,909-91.6% |
| Participation rate | 82.6% | 84.8%-2.2pp | 82.5%+0.1pp | 82.5%+0.2pp |
| Annual return | 45.14% | 64.34%-19.2pp | 71.41%-26.3pp | 345.46%-300.3pp |
| Employer contribution / active EE | $2,220 | $5,263-57.8% | $4,736-53.1% | $4,764-53.4% |
| Participant deferral / active EE | $3,665 | $7,111-48.5% | $6,710-45.4% | $5,851-37.4% |
| Admin fee / account holder | $680 | $12,126-94.4% | $10,265-93.4% | $11,601-94.1% |