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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 | $13,157 | $98,766-86.7% | $149,730-91.2% | $79,852-83.5% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 15.26% | 27.43%-12.2pp | 276.70%-261.4pp | 31.72%-16.5pp |
| Employer contribution / active EE | $1,138 | $3,217-64.6% | $4,645-75.5% | $2,471-53.9% |
| Participant deferral / active EE | $2,534 | $5,681-55.4% | $6,843-63.0% | $3,740-32.3% |
| Admin fee / account holder | $2,275 | $6,052-62.4% | $9,310-75.6% | $5,306-57.1% |