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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 | $16,494 | $85,766-80.8% | $136,298-87.9% | $70,126-76.5% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 15.96% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,398 | $2,966-52.9% | $4,696-70.2% | $2,343-40.3% |
| Participant deferral / active EE | $2,611 | $5,051-48.3% | $6,247-58.2% | $3,332-21.6% |
| Admin fee / account holder | $679 | $5,421-87.5% | $9,244-92.7% | $4,645-85.4% |