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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 | $18,648 | $102,385-81.8% | $147,080-87.3% | $80,935-77.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 21.91% | 135.09%-113.2pp | 420.17%-398.3pp | 35.66%-13.7pp |
| Employer contribution / active EE | $2,023 | $3,717-45.6% | $4,933-59.0% | $2,757-26.6% |
| Participant deferral / active EE | $4,347 | $6,651-34.6% | $8,066-46.1% | $4,299+1.1% |
| Admin fee / account holder | $1,254 | $7,951-84.2% | $12,989-90.3% | $6,924-81.9% |