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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 | $18,083 | $102,385-82.3% | $147,080-87.7% | $80,935-77.7% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 15.62% | 135.09%-119.5pp | 420.17%-404.6pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,878 | $3,717-49.5% | $4,933-61.9% | $2,757-31.9% |
| Participant deferral / active EE | $4,113 | $6,651-38.2% | $8,066-49.0% | $4,299-4.3% |
| Admin fee / account holder | $2,669 | $7,951-66.4% | $12,989-79.4% | $6,924-61.4% |