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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 | $102,429-77.8% | $147,096-84.6% | $80,925-71.9% |
| Participation rate | 72.7% | 75.9%-3.1pp | 82.2%-9.5pp | 67.7%+5.1pp |
| Annual return | 79.14% | 135.02%-55.9pp | 419.75%-340.6pp | 35.65%+43.5pp |
| Employer contribution / active EE | $2,273 | $3,716-38.8% | $4,936-54.0% | $2,756-17.5% |
| Participant deferral / active EE | $5,421 | $6,649-18.5% | $8,071-32.8% | $4,299+26.1% |
| Admin fee / account holder | $1,529 | $7,957-80.8% | $13,005-88.2% | $6,940-78.0% |