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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 | $21,844 | $102,393-78.7% | $147,041-85.1% | $80,911-73.0% |
| Participation rate | 96.7% | 75.9%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 17.89% | 134.95%-117.1pp | 419.21%-401.3pp | 35.63%-17.7pp |
| Employer contribution / active EE | $2,731 | $3,715-26.5% | $4,935-44.7% | $2,756-0.9% |
| Participant deferral / active EE | $5,661 | $6,647-14.8% | $8,071-29.9% | $4,297+31.7% |
| Admin fee / account holder | $7,153 | $7,943-9.9% | $13,006-45.0% | $6,935+3.2% |