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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 | $8,465 | $102,696-91.8% | $86,235-90.2% | $139,487-93.9% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 22.62% | 1925.91%-1903.3pp | 1170.03%-1147.4pp | 373.84%-351.2pp |
| Employer contribution / active EE | $801 | $3,034-73.6% | $2,381-66.4% | $4,755-83.2% |
| Participant deferral / active EE | $2,359 | $4,679-49.6% | $3,987-40.8% | $6,713-64.9% |
| Admin fee / account holder | $903 | $8,667-89.6% | $6,856-86.8% | $11,407-92.1% |