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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 | $16,129 | $102,385-84.2% | $147,080-89.0% | $80,935-80.1% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 19.36% | 135.09%-115.7pp | 420.17%-400.8pp | 35.66%-16.3pp |
| Employer contribution / active EE | $2,256 | $3,717-39.3% | $4,933-54.3% | $2,757-18.2% |
| Participant deferral / active EE | $4,635 | $6,651-30.3% | $8,066-42.5% | $4,299+7.8% |
| Admin fee / account holder | $783 | $7,951-90.2% | $12,989-94.0% | $6,924-88.7% |