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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 | $12,507 | $88,672-85.9% | $105,223-88.1% | $82,448-84.8% |
| Participation rate | 81.4% | 67.9%+13.5pp | 75.0%+6.4pp | 68.1%+13.3pp |
| Annual return | 19.56% | 30.86%-11.3pp | 180.65%-161.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,345 | $3,048-55.9% | $3,689-63.5% | $2,551-47.3% |
| Participant deferral / active EE | $2,584 | $4,036-36.0% | $5,072-49.1% | $4,139-37.6% |
| Admin fee / account holder | $994 | $7,146-86.1% | $8,859-88.8% | $7,234-86.3% |