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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 | $12,201 | $102,393-88.1% | $147,041-91.7% | $80,911-84.9% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 14.33% | 134.95%-120.6pp | 419.21%-404.9pp | 35.63%-21.3pp |
| Employer contribution / active EE | $2,465 | $3,715-33.7% | $4,935-50.1% | $2,756-10.6% |
| Participant deferral / active EE | $2,825 | $6,647-57.5% | $8,071-65.0% | $4,297-34.3% |
| Admin fee / account holder | $646 | $7,943-91.9% | $13,006-95.0% | $6,935-90.7% |