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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 | $19,865 | $102,422-80.6% | $147,117-86.5% | $80,959-75.5% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.7%+26.1pp |
| Annual return | 102.05% | 135.16%-33.1pp | 420.54%-318.5pp | 35.67%+66.4pp |
| Employer contribution / active EE | $4,020 | $3,717+8.1% | $4,932-18.5% | $2,757+45.8% |
| Participant deferral / active EE | $7,499 | $6,652+12.7% | $8,065-7.0% | $4,300+74.4% |
| Admin fee / account holder | $694 | $7,953-91.3% | $12,993-94.7% | $6,925-90.0% |