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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 | $5,096 | $55,902-90.9% | $76,030-93.3% | $80,959-93.7% |
| Participation rate | 81.5% | 62.1%+19.5pp | 69.1%+12.5pp | 67.7%+13.9pp |
| Annual return | 164.32% | 20.59%+143.7pp | 361.54%-197.2pp | 35.67%+128.6pp |
| Employer contribution / active EE | $1,646 | $1,867-11.8% | $2,688-38.8% | $2,757-40.3% |
| Participant deferral / active EE | $2,689 | $3,051-11.9% | $4,257-36.8% | $4,300-37.5% |
| Admin fee / account holder | $1,201 | $5,239-77.1% | $6,421-81.3% | $6,925-82.7% |