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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 | $12,531 | $85,766-85.4% | $136,297-90.8% | $70,131-82.1% |
| Participation rate | 75.3% | 74.2%+1.1pp | 81.9%-6.6pp | 69.5%+5.8pp |
| Annual return | 676.09% | 31.45%+644.6pp | 5156.16%-4480.1pp | 73.14%+602.9pp |
| Employer contribution / active EE | $2,151 | $2,966-27.5% | $4,696-54.2% | $2,342-8.2% |
| Participant deferral / active EE | $3,278 | $5,051-35.1% | $6,247-47.5% | $3,332-1.6% |
| Admin fee / account holder | $516 | $5,420-90.5% | $9,244-94.4% | $4,645-88.9% |