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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 | $9,424 | $56,431-83.3% | $130,788-92.8% | $87,485-89.2% |
| Participation rate | 93.5% | 58.9%+34.6pp | 70.1%+23.4pp | 68.9%+24.6pp |
| Annual return | 18.74% | 91.27%-72.5pp | 386.44%-367.7pp | 26.06%-7.3pp |
| Employer contribution / active EE | $822 | $1,549-46.9% | $3,558-76.9% | $2,596-68.3% |
| Participant deferral / active EE | $2,099 | $2,749-23.6% | $4,137-49.3% | $4,274-50.9% |
| Admin fee / account holder | $594 | $4,433-86.6% | $6,673-91.1% | $7,775-92.4% |