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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 | $10,531 | $89,364-88.2% | $141,177-92.5% | $72,983-85.6% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 46.07% | 111.86%-65.8pp | 71.40%-25.3pp | 81.01%-34.9pp |
| Employer contribution / active EE | $2,207 | $3,115-29.2% | $4,736-53.4% | $2,440-9.6% |
| Participant deferral / active EE | $5,258 | $5,419-3.0% | $6,710-21.6% | $3,608+45.8% |
| Admin fee / account holder | $992 | $5,959-83.3% | $10,263-90.3% | $5,124-80.6% |