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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 | $5,901 | $96,643-93.9% | $86,617-93.2% | $139,456-95.8% |
| Participation rate | 91.3% | 74.4%+16.9pp | 71.7%+19.6pp | 80.3%+11.0pp |
| Annual return | 18.66% | 106.57%-87.9pp | 591.91%-573.3pp | 373.45%-354.8pp |
| Employer contribution / active EE | $1,114 | $3,264-65.9% | $3,023-63.2% | $4,753-76.6% |
| Participant deferral / active EE | $2,427 | $4,835-49.8% | $4,437-45.3% | $6,711-63.8% |
| Admin fee / account holder | $637 | $6,406-90.1% | $5,613-88.7% | $11,407-94.4% |