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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 | $15,276 | $82,674-81.5% | $125,381-87.8% | $68,486-77.7% |
| Participation rate | 85.7% | 75.1%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | 10.70% | -5.97%+16.7pp | 572.31%-561.6pp | -7.85%+18.6pp |
| Employer contribution / active EE | $2,315 | $3,382-31.6% | $4,815-51.9% | $2,597-10.9% |
| Participant deferral / active EE | $6,088 | $6,111-0.4% | $7,448-18.3% | $4,028+51.2% |
| Admin fee / account holder | $572 | $6,277-90.9% | $10,007-94.3% | $5,404-89.4% |