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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 | $11,145 | $102,385-89.1% | $147,080-92.4% | $80,935-86.2% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 14.69% | 135.09%-120.4pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,577 | $3,717-57.6% | $4,933-68.0% | $2,757-42.8% |
| Participant deferral / active EE | $4,053 | $6,651-39.1% | $8,066-49.8% | $4,299-5.7% |
| Admin fee / account holder | $493 | $7,951-93.8% | $12,989-96.2% | $6,924-92.9% |