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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 | $9,715 | $56,134-82.7% | $96,171-89.9% | $85,847-88.7% |
| Participation rate | 74.3% | 56.7%+17.6pp | 68.4%+5.8pp | 69.3%+5.0pp |
| Annual return | 49.36% | 42.30%+7.1pp | 192.04%-142.7pp | 318.61%-269.2pp |
| Employer contribution / active EE | $1,613 | $1,620-0.4% | $2,799-42.4% | $2,565-37.1% |
| Participant deferral / active EE | $2,520 | $2,858-11.8% | $4,350-42.1% | $3,952-36.2% |
| Admin fee / account holder | $5,841 | $3,769+55.0% | $5,538+5.5% | $6,261-6.7% |