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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 | $12,278 | $102,393-88.0% | $147,041-91.7% | $80,911-84.8% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.6%+21.2pp |
| Annual return | 17.41% | 134.95%-117.5pp | 419.21%-401.8pp | 35.63%-18.2pp |
| Employer contribution / active EE | $1,329 | $3,715-64.2% | $4,935-73.1% | $2,756-51.8% |
| Participant deferral / active EE | $3,568 | $6,647-46.3% | $8,071-55.8% | $4,297-17.0% |
| Admin fee / account holder | $570 | $7,943-92.8% | $13,006-95.6% | $6,935-91.8% |