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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 | $10,195 | $102,393-90.0% | $147,041-93.1% | $80,911-87.4% |
| Participation rate | 91.9% | 75.9%+16.1pp | 82.2%+9.8pp | 67.6%+24.3pp |
| Annual return | 22.92% | 134.95%-112.0pp | 419.21%-396.3pp | 35.63%-12.7pp |
| Employer contribution / active EE | $1,481 | $3,715-60.1% | $4,935-70.0% | $2,756-46.3% |
| Participant deferral / active EE | $5,326 | $6,647-19.9% | $8,071-34.0% | $4,297+24.0% |
| Admin fee / account holder | $565 | $7,943-92.9% | $13,006-95.7% | $6,935-91.8% |