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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 | $21,515 | $105,200-79.5% | $159,474-86.5% | $85,847-74.9% |
| Participation rate | 71.3% | 75.8%-4.5pp | 82.8%-11.6pp | 69.3%+2.0pp |
| Annual return | 16.03% | 45.08%-29.0pp | 263.68%-247.6pp | 318.61%-302.6pp |
| Employer contribution / active EE | $928 | $3,319-72.0% | $4,831-80.8% | $2,565-63.8% |
| Participant deferral / active EE | $3,418 | $5,946-42.5% | $7,353-53.5% | $3,952-13.5% |
| Admin fee / account holder | $1,950 | $6,934-71.9% | $10,802-82.0% | $6,261-68.9% |