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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 | $14,610 | $102,393-85.7% | $147,041-90.1% | $80,911-81.9% |
| Participation rate | 76.2% | 75.9%+0.3pp | 82.2%-6.0pp | 67.6%+8.5pp |
| Annual return | 15.00% | 134.95%-120.0pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $1,404 | $3,715-62.2% | $4,935-71.5% | $2,756-49.0% |
| Participant deferral / active EE | $2,649 | $6,647-60.1% | $8,071-67.2% | $4,297-38.4% |
| Admin fee / account holder | $1,014 | $7,943-87.2% | $13,006-92.2% | $6,935-85.4% |