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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 | $14,830 | $115,810-87.2% | $101,271-85.4% | $158,966-90.7% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 18.84% | 56.15%-37.3pp | 46.48%-27.6pp | 302.95%-284.1pp |
| Employer contribution / active EE | $1,903 | $4,175-54.4% | $3,660-48.0% | $4,762-60.0% |
| Participant deferral / active EE | $4,197 | $4,958-15.4% | $4,371-4.0% | $5,983-29.9% |
| Admin fee / account holder | $658 | $7,248-90.9% | $5,948-88.9% | $11,250-94.1% |