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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 | $12,620 | $102,382-87.7% | $147,005-91.4% | $80,874-84.4% |
| Participation rate | 87.1% | 75.8%+11.2pp | 82.2%+4.9pp | 67.6%+19.4pp |
| Annual return | 12.00% | 134.89%-122.9pp | 418.76%-406.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,915 | $3,715-48.5% | $4,934-61.2% | $2,756-30.5% |
| Participant deferral / active EE | $5,067 | $6,646-23.8% | $8,070-37.2% | $4,297+17.9% |
| Admin fee / account holder | $436 | $7,942-94.5% | $13,006-96.6% | $6,935-93.7% |