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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 | $3,066 | $56,063-94.5% | $76,051-96.0% | $80,911-96.2% |
| Participation rate | 94.4% | 62.0%+32.4pp | 69.1%+25.4pp | 67.6%+26.8pp |
| Annual return | 118.59% | 20.54%+98.0pp | 360.42%-241.8pp | 35.63%+83.0pp |
| Employer contribution / active EE | $1,344 | $1,874-28.3% | $2,690-50.0% | $2,756-51.2% |
| Participant deferral / active EE | $2,041 | $3,052-33.1% | $4,257-52.1% | $4,297-52.5% |
| Admin fee / account holder | $756 | $5,240-85.6% | $6,416-88.2% | $6,935-89.1% |