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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 | $20,054 | $86,294-76.8% | $111,303-82.0% | $85,856-76.6% |
| Participation rate | 98.4% | 73.3%+25.0pp | 77.3%+21.0pp | 69.3%+29.0pp |
| Annual return | 17.03% | 19.99%-3.0pp | 54.66%-37.6pp | 318.58%-301.6pp |
| Employer contribution / active EE | $1,191 | $2,043-41.7% | $2,731-56.4% | $2,565-53.6% |
| Participant deferral / active EE | $2,955 | $3,641-18.8% | $4,487-34.2% | $3,952-25.2% |
| Admin fee / account holder | $1,326 | $8,189-83.8% | $7,966-83.3% | $6,261-78.8% |