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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 | $8,131 | $57,305-85.8% | $86,640-90.6% | $75,173-89.2% |
| Participation rate | 90.0% | 63.2%+26.8pp | 71.7%+18.3pp | 67.2%+22.8pp |
| Annual return | 20.86% | 2674.24%-2653.4pp | 592.52%-571.7pp | 160.72%-139.9pp |
| Employer contribution / active EE | $1,414 | $2,316-39.0% | $3,024-53.2% | $2,671-47.1% |
| Participant deferral / active EE | $2,463 | $3,320-25.8% | $4,438-44.5% | $4,126-40.3% |
| Admin fee / account holder | $520 | $4,116-87.4% | $5,616-90.7% | $5,651-90.8% |