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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 | $12,902 | $63,346-79.6% | $92,240-86.0% | $70,126-81.6% |
| Participation rate | 95.5% | 68.7%+26.8pp | 76.5%+19.0pp | 69.5%+25.9pp |
| Annual return | 14.85% | 530.19%-515.3pp | 176.29%-161.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,549 | $2,471-37.3% | $3,680-57.9% | $2,343-33.9% |
| Participant deferral / active EE | $1,305 | $2,854-54.3% | $3,897-66.5% | $3,332-60.8% |
| Admin fee / account holder | $1,194 | $3,841-68.9% | $5,194-77.0% | $4,645-74.3% |