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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 | $21,560 | $102,385-78.9% | $147,080-85.3% | $80,935-73.4% |
| Participation rate | 92.1% | 75.9%+16.2pp | 82.2%+9.9pp | 67.7%+24.4pp |
| Annual return | 15.23% | 135.09%-119.9pp | 420.17%-404.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,452 | $3,717-60.9% | $4,933-70.6% | $2,757-47.3% |
| Participant deferral / active EE | $3,947 | $6,651-40.7% | $8,066-51.1% | $4,299-8.2% |
| Admin fee / account holder | $331 | $7,951-95.8% | $12,989-97.4% | $6,924-95.2% |