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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 | $14,136 | $102,422-86.2% | $147,117-90.4% | $80,959-82.5% |
| Participation rate | 93.9% | 75.9%+18.0pp | 82.2%+11.7pp | 67.7%+26.2pp |
| Annual return | 14.98% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $2,406 | $3,717-35.3% | $4,932-51.2% | $2,757-12.7% |
| Participant deferral / active EE | $4,740 | $6,652-28.7% | $8,065-41.2% | $4,300+10.2% |
| Admin fee / account holder | $439 | $7,953-94.5% | $12,993-96.6% | $6,925-93.7% |