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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 | $10,181 | $49,199-79.3% | $121,204-91.6% | $75,173-86.5% |
| Participation rate | 86.2% | 55.4%+30.8pp | 69.5%+16.7pp | 67.2%+19.0pp |
| Annual return | 33.37% | 56.04%-22.7pp | 987.18%-953.8pp | 160.72%-127.3pp |
| Employer contribution / active EE | $1,850 | $1,547+19.5% | $4,170-55.6% | $2,671-30.7% |
| Participant deferral / active EE | $3,324 | $2,630+26.4% | $4,083-18.6% | $4,126-19.5% |
| Admin fee / account holder | $530 | $3,946-86.6% | $5,651-90.6% | $5,651-90.6% |