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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 | $8,861 | $65,555-86.5% | $86,216-89.7% | $75,173-88.2% |
| Participation rate | 83.8% | 60.5%+23.3pp | 69.0%+14.8pp | 67.2%+16.5pp |
| Annual return | 27.82% | 46.07%-18.3pp | 1169.42%-1141.6pp | 160.72%-132.9pp |
| Employer contribution / active EE | $1,112 | $1,553-28.4% | $2,382-53.3% | $2,671-58.4% |
| Participant deferral / active EE | $4,646 | $3,023+53.7% | $3,986+16.6% | $4,126+12.6% |
| Admin fee / account holder | $1,384 | $5,469-74.7% | $6,853-79.8% | $5,651-75.5% |