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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 | $10,302 | $176,688-94.2% | $130,660-92.1% | $152,885-93.3% |
| Participation rate | 82.6% | 79.0%+3.6pp | 71.7%+10.9pp | 82.5%+0.2pp |
| Annual return | 27.60% | 2693.08%-2665.5pp | 1709.29%-1681.7pp | 345.39%-317.8pp |
| Employer contribution / active EE | $1,212 | $5,743-78.9% | $4,092-70.4% | $4,763-74.6% |
| Participant deferral / active EE | $3,522 | $4,362-19.3% | $3,603-2.2% | $5,851-39.8% |
| Admin fee / account holder | $418 | $7,131-94.1% | $5,463-92.4% | $11,598-96.4% |