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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 | $4,680 | $106,008-95.6% | $92,240-94.9% | $147,586-96.8% |
| Participation rate | 88.2% | 80.4%+7.8pp | 76.5%+11.8pp | 82.8%+5.4pp |
| Annual return | 19.41% | 50.05%-30.6pp | 176.29%-156.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $2,113 | $4,333-51.2% | $3,680-42.6% | $4,876-56.7% |
| Participant deferral / active EE | $2,063 | $4,478-53.9% | $3,897-47.1% | $5,439-62.1% |
| Admin fee / account holder | $419 | $6,333-93.4% | $5,194-91.9% | $10,886-96.2% |