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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 | $8,169 | $60,119-86.4% | $90,430-91.0% | $79,858-89.8% |
| Participation rate | 95.6% | 65.0%+30.6pp | 72.7%+22.9pp | 69.6%+25.9pp |
| Annual return | 24.54% | 71.94%-47.4pp | 1293.73%-1269.2pp | 31.72%-7.2pp |
| Employer contribution / active EE | $1,393 | $2,068-32.6% | $3,262-57.3% | $2,471-43.6% |
| Participant deferral / active EE | $2,514 | $2,938-14.4% | $3,963-36.5% | $3,740-32.8% |
| Admin fee / account holder | $894 | $3,976-77.5% | $5,613-84.1% | $5,306-83.2% |