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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 | $13,896 | $93,589-85.2% | $135,942-89.8% | $75,181-81.5% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.5pp | 67.2%+28.3pp |
| Annual return | 65.66% | 30.90%+34.8pp | 68.28%-2.6pp | 160.69%-95.0pp |
| Employer contribution / active EE | $1,932 | $3,537-45.4% | $4,858-60.2% | $2,671-27.6% |
| Participant deferral / active EE | $3,461 | $6,405-46.0% | $7,759-55.4% | $4,126-16.1% |
| Admin fee / account holder | $1,319 | $6,977-81.1% | $10,764-87.7% | $5,650-76.7% |