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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 | $19,027 | $102,382-81.4% | $147,005-87.1% | $80,874-76.5% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.2%+13.1pp | 67.6%+27.6pp |
| Annual return | 22.99% | 134.89%-111.9pp | 418.76%-395.8pp | 35.62%-12.6pp |
| Employer contribution / active EE | $3,736 | $3,715+0.6% | $4,934-24.3% | $2,756+35.6% |
| Participant deferral / active EE | $6,071 | $6,646-8.7% | $8,070-24.8% | $4,297+41.3% |
| Admin fee / account holder | $2,823 | $7,942-64.5% | $13,006-78.3% | $6,935-59.3% |