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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 | $24,042 | $102,393-76.5% | $147,041-83.6% | $80,911-70.3% |
| Participation rate | 97.9% | 75.9%+22.1pp | 82.2%+15.7pp | 67.6%+30.3pp |
| Annual return | 12.77% | 134.95%-122.2pp | 419.21%-406.4pp | 35.63%-22.9pp |
| Employer contribution / active EE | $2,888 | $3,715-22.3% | $4,935-41.5% | $2,756+4.8% |
| Participant deferral / active EE | $7,106 | $6,647+6.9% | $8,071-12.0% | $4,297+65.4% |
| Admin fee / account holder | $1,513 | $7,943-80.9% | $13,006-88.4% | $6,935-78.2% |