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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 | $9,297 | $102,385-90.9% | $147,080-93.7% | $80,935-88.5% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 14.73% | 135.09%-120.4pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $2,465 | $3,717-33.7% | $4,933-50.0% | $2,757-10.6% |
| Participant deferral / active EE | $3,732 | $6,651-43.9% | $8,066-53.7% | $4,299-13.2% |
| Admin fee / account holder | $5,528 | $7,951-30.5% | $12,989-57.4% | $6,924-20.2% |