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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 | $22,191 | $102,429-78.3% | $147,096-84.9% | $80,925-72.6% |
| Participation rate | 90.3% | 75.9%+14.5pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 95.21% | 135.02%-39.8pp | 419.75%-324.5pp | 35.65%+59.6pp |
| Employer contribution / active EE | $3,653 | $3,716-1.7% | $4,936-26.0% | $2,756+32.5% |
| Participant deferral / active EE | $6,725 | $6,649+1.1% | $8,071-16.7% | $4,299+56.4% |
| Admin fee / account holder | $2,191 | $7,957-72.5% | $13,005-83.2% | $6,940-68.4% |