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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 | $14,501 | $102,393-85.8% | $147,041-90.1% | $80,911-82.1% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 13.70% | 134.95%-121.2pp | 419.21%-405.5pp | 35.63%-21.9pp |
| Employer contribution / active EE | $3,482 | $3,715-6.3% | $4,935-29.4% | $2,756+26.3% |
| Participant deferral / active EE | $3,006 | $6,647-54.8% | $8,071-62.8% | $4,297-30.1% |
| Admin fee / account holder | $427 | $7,943-94.6% | $13,006-96.7% | $6,935-93.8% |