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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 | $9,129 | $80,812-88.7% | $160,784-94.3% | $82,448-88.9% |
| Participation rate | 91.9% | 66.2%+25.7pp | 77.0%+14.9pp | 68.1%+23.8pp |
| Annual return | 17.84% | 100.59%-82.7pp | 1803.92%-1786.1pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,460 | $2,174-32.8% | $3,733-60.9% | $2,551-42.8% |
| Participant deferral / active EE | $1,816 | $4,335-58.1% | $6,293-71.1% | $4,139-56.1% |
| Admin fee / account holder | $1,530 | $7,695-80.1% | $9,717-84.3% | $7,234-78.8% |