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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 | $3,238 | $111,785-97.1% | $93,669-96.5% | $145,877-97.8% |
| Participation rate | 89.5% | 74.2%+15.2pp | 68.7%+20.7pp | 80.3%+9.2pp |
| Annual return | 11.19% | 203.79%-192.6pp | 133.59%-122.4pp | 551.28%-540.1pp |
| Employer contribution / active EE | $893 | $3,096-71.2% | $2,424-63.2% | $4,663-80.9% |
| Participant deferral / active EE | $2,254 | $4,919-54.2% | $4,416-48.9% | $6,691-66.3% |
| Admin fee / account holder | $787 | $10,256-92.3% | $8,291-90.5% | $13,402-94.1% |