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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 | $13,408 | $102,422-86.9% | $147,117-90.9% | $80,959-83.4% |
| Participation rate | 77.5% | 75.9%+1.6pp | 82.2%-4.7pp | 67.7%+9.8pp |
| Annual return | 16.10% | 135.16%-119.1pp | 420.54%-404.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,256 | $3,717-66.2% | $4,932-74.5% | $2,757-54.5% |
| Participant deferral / active EE | $2,932 | $6,652-55.9% | $8,065-63.6% | $4,300-31.8% |
| Admin fee / account holder | $718 | $7,953-91.0% | $12,993-94.5% | $6,925-89.6% |