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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 | $14,283 | $102,422-86.1% | $147,117-90.3% | $80,959-82.4% |
| Participation rate | 98.3% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | 15.65% | 135.16%-119.5pp | 420.54%-404.9pp | 35.67%-20.0pp |
| Employer contribution / active EE | $3,234 | $3,717-13.0% | $4,932-34.4% | $2,757+17.3% |
| Participant deferral / active EE | $5,300 | $6,652-20.3% | $8,065-34.3% | $4,300+23.3% |
| Admin fee / account holder | $540 | $7,953-93.2% | $12,993-95.8% | $6,925-92.2% |