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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 | $21,899 | $102,385-78.6% | $147,080-85.1% | $80,935-72.9% |
| Participation rate | 91.3% | 75.9%+15.4pp | 82.2%+9.1pp | 67.7%+23.6pp |
| Annual return | 13.79% | 135.09%-121.3pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $2,462 | $3,717-33.7% | $4,933-50.1% | $2,757-10.7% |
| Participant deferral / active EE | $4,806 | $6,651-27.7% | $8,066-40.4% | $4,299+11.8% |
| Admin fee / account holder | $2,121 | $7,951-73.3% | $12,989-83.7% | $6,924-69.4% |