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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 | $20,374 | $102,422-80.1% | $147,117-86.2% | $80,959-74.8% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 16.95% | 135.16%-118.2pp | 420.54%-403.6pp | 35.67%-18.7pp |
| Employer contribution / active EE | $3,405 | $3,717-8.4% | $4,932-31.0% | $2,757+23.5% |
| Participant deferral / active EE | $5,903 | $6,652-11.3% | $8,065-26.8% | $4,300+37.3% |
| Admin fee / account holder | $663 | $7,953-91.7% | $12,993-94.9% | $6,925-90.4% |