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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 | $16,788 | $102,382-83.6% | $147,005-88.6% | $80,874-79.2% |
| Participation rate | 94.9% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 12.38% | 134.89%-122.5pp | 418.76%-406.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,032 | $3,715-45.3% | $4,934-58.8% | $2,756-26.2% |
| Participant deferral / active EE | $4,793 | $6,646-27.9% | $8,070-40.6% | $4,297+11.6% |
| Admin fee / account holder | $478 | $7,942-94.0% | $13,006-96.3% | $6,935-93.1% |