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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 | $102,382-91.4% | $147,005-94.0% | $80,874-89.2% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 18.54% | 134.89%-116.4pp | 418.76%-400.2pp | 35.62%-17.1pp |
| Employer contribution / active EE | $2,720 | $3,715-26.8% | $4,934-44.9% | $2,756-1.3% |
| Participant deferral / active EE | $4,072 | $6,646-38.7% | $8,070-49.5% | $4,297-5.2% |
| Admin fee / account holder | $926 | $7,942-88.3% | $13,006-92.9% | $6,935-86.6% |