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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 | $8,769 | $102,429-91.4% | $147,096-94.0% | $80,925-89.2% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 18.54% | 135.02%-116.5pp | 419.75%-401.2pp | 35.65%-17.1pp |
| Employer contribution / active EE | $2,720 | $3,716-26.8% | $4,936-44.9% | $2,756-1.3% |
| Participant deferral / active EE | $4,072 | $6,649-38.8% | $8,071-49.6% | $4,299-5.3% |
| Admin fee / account holder | $926 | $7,957-88.4% | $13,005-92.9% | $6,940-86.7% |