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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 | $22,719 | $102,422-77.8% | $147,117-84.6% | $80,959-71.9% |
| Participation rate | 72.7% | 75.9%-3.1pp | 82.2%-9.5pp | 67.7%+5.1pp |
| Annual return | 79.14% | 135.16%-56.0pp | 420.54%-341.4pp | 35.67%+43.5pp |
| Employer contribution / active EE | $2,273 | $3,717-38.9% | $4,932-53.9% | $2,757-17.6% |
| Participant deferral / active EE | $5,421 | $6,652-18.5% | $8,065-32.8% | $4,300+26.1% |
| Admin fee / account holder | $1,529 | $7,953-80.8% | $12,993-88.2% | $6,925-77.9% |