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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 | $9,200 | $102,385-91.0% | $147,080-93.7% | $80,935-88.6% |
| Participation rate | 93.0% | 75.9%+17.2pp | 82.2%+10.8pp | 67.7%+25.4pp |
| Annual return | 67.07% | 135.09%-68.0pp | 420.17%-353.1pp | 35.66%+31.4pp |
| Employer contribution / active EE | $1,668 | $3,717-55.1% | $4,933-66.2% | $2,757-39.5% |
| Participant deferral / active EE | $3,159 | $6,651-52.5% | $8,066-60.8% | $4,299-26.5% |
| Admin fee / account holder | $334 | $7,951-95.8% | $12,989-97.4% | $6,924-95.2% |