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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 | $102,422-91.4% | $147,117-94.0% | $80,959-89.2% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 18.54% | 135.16%-116.6pp | 420.54%-402.0pp | 35.67%-17.1pp |
| Employer contribution / active EE | $2,720 | $3,717-26.8% | $4,932-44.9% | $2,757-1.4% |
| Participant deferral / active EE | $4,072 | $6,652-38.8% | $8,065-49.5% | $4,300-5.3% |
| Admin fee / account holder | $926 | $7,953-88.4% | $12,993-92.9% | $6,925-86.6% |