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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 | $13,225 | $102,385-87.1% | $147,080-91.0% | $80,935-83.7% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.3pp |
| Annual return | 16.48% | 135.09%-118.6pp | 420.17%-403.7pp | 35.66%-19.2pp |
| Employer contribution / active EE | $1,594 | $3,717-57.1% | $4,933-67.7% | $2,757-42.2% |
| Participant deferral / active EE | $3,930 | $6,651-40.9% | $8,066-51.3% | $4,299-8.6% |
| Admin fee / account holder | $832 | $7,951-89.5% | $12,989-93.6% | $6,924-88.0% |