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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 | $21,591 | $102,385-78.9% | $147,080-85.3% | $80,935-73.3% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 15.01% | 135.09%-120.1pp | 420.17%-405.2pp | 35.66%-20.6pp |
| Employer contribution / active EE | $2,016 | $3,717-45.8% | $4,933-59.1% | $2,757-26.9% |
| Participant deferral / active EE | $3,933 | $6,651-40.9% | $8,066-51.2% | $4,299-8.5% |
| Admin fee / account holder | $818 | $7,951-89.7% | $12,989-93.7% | $6,924-88.2% |