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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 | $22,239 | $102,385-78.3% | $147,080-84.9% | $80,935-72.5% |
| Participation rate | 78.8% | 75.9%+2.9pp | 82.2%-3.4pp | 67.7%+11.1pp |
| Annual return | 22.49% | 135.09%-112.6pp | 420.17%-397.7pp | 35.66%-13.2pp |
| Employer contribution / active EE | $3,192 | $3,717-14.1% | $4,933-35.3% | $2,757+15.8% |
| Participant deferral / active EE | $6,477 | $6,651-2.6% | $8,066-19.7% | $4,299+50.6% |
| Admin fee / account holder | $577 | $7,951-92.7% | $12,989-95.6% | $6,924-91.7% |