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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 | $16,114 | $102,393-84.3% | $147,041-89.0% | $80,911-80.1% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 19.35% | 134.95%-115.6pp | 419.21%-399.9pp | 35.63%-16.3pp |
| Employer contribution / active EE | $3,433 | $3,715-7.6% | $4,935-30.4% | $2,756+24.6% |
| Participant deferral / active EE | $4,799 | $6,647-27.8% | $8,071-40.5% | $4,297+11.7% |
| Admin fee / account holder | $3,334 | $7,943-58.0% | $13,006-74.4% | $6,935-51.9% |