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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 | $34,580 | $79,181-56.3% | $102,423-66.2% | $74,429-53.5% |
| Participation rate | 95.4% | 74.8%+20.6pp | 76.5%+18.9pp | 67.2%+28.2pp |
| Annual return | 14.06% | 54.97%-40.9pp | 29.42%-15.4pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $5,476 | $2,362+131.9% | $3,023+81.1% | $2,625+108.6% |
| Participant deferral / active EE | $3,205 | $4,416-27.4% | $5,054-36.6% | $4,348-26.3% |
| Admin fee / account holder | $636 | $2,002-68.2% | $9,455-93.3% | $1,944-67.3% |