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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 | $12,948 | $102,393-87.4% | $147,041-91.2% | $80,911-84.0% |
| Participation rate | 83.9% | 75.9%+8.0pp | 82.2%+1.7pp | 67.6%+16.2pp |
| Annual return | 22.23% | 134.95%-112.7pp | 419.21%-397.0pp | 35.63%-13.4pp |
| Employer contribution / active EE | $1,356 | $3,715-63.5% | $4,935-72.5% | $2,756-50.8% |
| Participant deferral / active EE | $3,856 | $6,647-42.0% | $8,071-52.2% | $4,297-10.3% |
| Admin fee / account holder | $1,015 | $7,943-87.2% | $13,006-92.2% | $6,935-85.4% |