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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 | $13,927 | $65,555-78.8% | $86,216-83.8% | $75,173-81.5% |
| Participation rate | 74.3% | 60.5%+13.8pp | 69.0%+5.3pp | 67.2%+7.1pp |
| Annual return | 25.99% | 46.07%-20.1pp | 1169.42%-1143.4pp | 160.72%-134.7pp |
| Employer contribution / active EE | $1,552 | $1,553-0.1% | $2,382-34.8% | $2,671-41.9% |
| Participant deferral / active EE | $2,182 | $3,023-27.8% | $3,986-45.2% | $4,126-47.1% |
| Admin fee / account holder | $1,899 | $5,469-65.3% | $6,853-72.3% | $5,651-66.4% |