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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 | $14,229 | $102,393-86.1% | $147,041-90.3% | $80,911-82.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.16% | 134.95%-121.8pp | 419.21%-406.1pp | 35.63%-22.5pp |
| Employer contribution / active EE | $2,705 | $3,715-27.2% | $4,935-45.2% | $2,756-1.8% |
| Participant deferral / active EE | $4,405 | $6,647-33.7% | $8,071-45.4% | $4,297+2.5% |
| Admin fee / account holder | $2,254 | $7,943-71.6% | $13,006-82.7% | $6,935-67.5% |