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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 | $13,258 | $85,171-84.4% | $172,752-92.3% | $72,975-81.8% |
| Participation rate | 92.5% | 70.1%+22.4pp | 82.6%+9.8pp | 69.5%+23.0pp |
| Annual return | 27.36% | 27.32%0pp | 802.97%-775.6pp | 81.01%-53.6pp |
| Employer contribution / active EE | $1,015 | $3,324-69.5% | $5,144-80.3% | $2,440-58.4% |
| Participant deferral / active EE | $4,967 | $3,260+52.4% | $5,198-4.4% | $3,608+37.7% |
| Admin fee / account holder | $2,946 | $5,880-49.9% | $13,955-78.9% | $5,124-42.5% |