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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 | $10,678 | $102,382-89.6% | $147,005-92.7% | $80,874-86.8% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 46.84% | 134.89%-88.1pp | 418.76%-371.9pp | 35.62%+11.2pp |
| Employer contribution / active EE | $2,464 | $3,715-33.7% | $4,934-50.1% | $2,756-10.6% |
| Participant deferral / active EE | $3,416 | $6,646-48.6% | $8,070-57.7% | $4,297-20.5% |
| Admin fee / account holder | $940 | $7,942-88.2% | $13,006-92.8% | $6,935-86.4% |