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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 | $19,682 | $102,385-80.8% | $147,080-86.6% | $80,935-75.7% |
| Participation rate | 84.6% | 75.9%+8.7pp | 82.2%+2.4pp | 67.7%+17.0pp |
| Annual return | 44.48% | 135.09%-90.6pp | 420.17%-375.7pp | 35.66%+8.8pp |
| Employer contribution / active EE | $2,718 | $3,717-26.9% | $4,933-44.9% | $2,757-1.4% |
| Participant deferral / active EE | $5,218 | $6,651-21.5% | $8,066-35.3% | $4,299+21.4% |
| Admin fee / account holder | $1,181 | $7,951-85.1% | $12,989-90.9% | $6,924-82.9% |