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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 | $102,385-76.5% | $147,080-83.7% | $80,935-70.3% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.3pp |
| Annual return | 12.77% | 135.09%-122.3pp | 420.17%-407.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $2,888 | $3,717-22.3% | $4,933-41.5% | $2,757+4.8% |
| Participant deferral / active EE | $7,106 | $6,651+6.8% | $8,066-11.9% | $4,299+65.3% |
| Admin fee / account holder | $1,513 | $7,951-81.0% | $12,989-88.3% | $6,924-78.1% |