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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 | $12,895 | $58,828-78.1% | $78,002-83.5% | $62,881-79.5% |
| Participation rate | 77.8% | 71.1%+6.7pp | 75.5%+2.3pp | 69.3%+8.5pp |
| Annual return | 48.68% | 17.16%+31.5pp | 425.99%-377.3pp | 20.14%+28.5pp |
| Employer contribution / active EE | $1,163 | $1,672-30.4% | $2,470-52.9% | $2,281-49.0% |
| Participant deferral / active EE | $2,749 | $2,686+2.4% | $3,497-21.4% | $3,203-14.2% |
| Admin fee / account holder | $982 | $4,393-77.7% | $5,481-82.1% | $4,296-77.1% |