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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 | $16,041 | $82,678-80.6% | $125,391-87.2% | $68,490-76.6% |
| Participation rate | 75.9% | 75.1%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | 104.94% | -5.97%+110.9pp | 572.41%-467.5pp | -7.85%+112.8pp |
| Employer contribution / active EE | $2,385 | $3,382-29.5% | $4,816-50.5% | $2,597-8.2% |
| Participant deferral / active EE | $5,149 | $6,111-15.7% | $7,448-30.9% | $4,028+27.8% |
| Admin fee / account holder | $1,845 | $6,277-70.6% | $10,009-81.6% | $5,403-65.9% |