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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 | $22,227 | $89,367-75.1% | $141,191-84.3% | $72,975-69.5% |
| Participation rate | 88.3% | 75.1%+13.2pp | 82.5%+5.9pp | 69.5%+18.8pp |
| Annual return | 28.94% | 111.87%-82.9pp | 71.41%-42.5pp | 81.01%-52.1pp |
| Employer contribution / active EE | $1,307 | $3,115-58.0% | $4,736-72.4% | $2,440-46.4% |
| Participant deferral / active EE | $3,633 | $5,419-33.0% | $6,710-45.9% | $3,608+0.7% |
| Admin fee / account holder | $691 | $5,957-88.4% | $10,264-93.3% | $5,124-86.5% |