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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 | $10,761 | $102,393-89.5% | $147,041-92.7% | $80,911-86.7% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 24.73% | 134.95%-110.2pp | 419.21%-394.5pp | 35.63%-10.9pp |
| Employer contribution / active EE | $1,111 | $3,715-70.1% | $4,935-77.5% | $2,756-59.7% |
| Participant deferral / active EE | $7,749 | $6,647+16.6% | $8,071-4.0% | $4,297+80.3% |
| Admin fee / account holder | $871 | $7,943-89.0% | $13,006-93.3% | $6,935-87.4% |