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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 | $21,832 | $102,385-78.7% | $147,080-85.2% | $80,935-73.0% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 84.64% | 135.09%-50.5pp | 420.17%-335.5pp | 35.66%+49.0pp |
| Employer contribution / active EE | $1,945 | $3,717-47.7% | $4,933-60.6% | $2,757-29.5% |
| Participant deferral / active EE | $7,641 | $6,651+14.9% | $8,066-5.3% | $4,299+77.7% |
| Admin fee / account holder | $1,477 | $7,951-81.4% | $12,989-88.6% | $6,924-78.7% |