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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 | $8,726 | $82,674-89.4% | $125,363-93.0% | $68,495-87.3% |
| Participation rate | 74.6% | 75.0%-0.4pp | 82.4%-7.7pp | 67.9%+6.8pp |
| Annual return | 108.57% | -5.97%+114.5pp | 572.15%-463.6pp | -7.84%+116.4pp |
| Employer contribution / active EE | $1,341 | $3,382-60.4% | $4,815-72.2% | $2,596-48.4% |
| Participant deferral / active EE | $3,487 | $6,111-42.9% | $7,447-53.2% | $4,028-13.4% |
| Admin fee / account holder | $658 | $6,276-89.5% | $10,005-93.4% | $5,403-87.8% |