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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 | $22,057 | $102,385-78.5% | $147,080-85.0% | $80,935-72.7% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 30.43% | 135.09%-104.7pp | 420.17%-389.7pp | 35.66%-5.2pp |
| Employer contribution / active EE | $5,357 | $3,717+44.1% | $4,933+8.6% | $2,757+94.3% |
| Participant deferral / active EE | $8,243 | $6,651+23.9% | $8,066+2.2% | $4,299+91.7% |
| Admin fee / account holder | $461 | $7,951-94.2% | $12,989-96.4% | $6,924-93.3% |