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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 | $11,239 | $102,385-89.0% | $147,080-92.4% | $80,935-86.1% |
| Participation rate | 98.8% | 75.9%+22.9pp | 82.2%+16.6pp | 67.7%+31.1pp |
| Annual return | 14.47% | 135.09%-120.6pp | 420.17%-405.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $1,805 | $3,717-51.4% | $4,933-63.4% | $2,757-34.5% |
| Participant deferral / active EE | $3,534 | $6,651-46.9% | $8,066-56.2% | $4,299-17.8% |
| Admin fee / account holder | $1,157 | $7,951-85.5% | $12,989-91.1% | $6,924-83.3% |