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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 | $19,672 | $102,422-80.8% | $147,117-86.6% | $80,959-75.7% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.6pp | 67.7%+30.2pp |
| Annual return | 17.24% | 135.16%-117.9pp | 420.54%-403.3pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,156 | $3,717-42.0% | $4,932-56.3% | $2,757-21.8% |
| Participant deferral / active EE | $3,747 | $6,652-43.7% | $8,065-53.5% | $4,300-12.9% |
| Admin fee / account holder | $642 | $7,953-91.9% | $12,993-95.1% | $6,925-90.7% |