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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 | $11,992 | $63,346-81.1% | $92,240-87.0% | $70,126-82.9% |
| Participation rate | 72.6% | 68.7%+3.9pp | 76.5%-3.9pp | 69.5%+3.1pp |
| Annual return | 16.18% | 530.19%-514.0pp | 176.29%-160.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $1,296 | $2,471-47.5% | $3,680-64.8% | $2,343-44.7% |
| Participant deferral / active EE | $1,831 | $2,854-35.9% | $3,897-53.0% | $3,332-45.1% |
| Admin fee / account holder | $603 | $3,841-84.3% | $5,194-88.4% | $4,645-87.0% |