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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 | $8,188 | $150,435-94.6% | $120,580-93.2% | $145,897-94.4% |
| Participation rate | 93.3% | 78.8%+14.5pp | 72.0%+21.4pp | 80.3%+13.0pp |
| Annual return | 14.19% | 154.60%-140.4pp | 107.48%-93.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,195 | $4,352-72.6% | $3,469-65.6% | $4,663-74.4% |
| Participant deferral / active EE | $3,749 | $6,174-39.3% | $4,995-24.9% | $6,689-44.0% |
| Admin fee / account holder | $936 | $12,182-92.3% | $9,418-90.1% | $13,390-93.0% |