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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 | $15,651 | $102,385-84.7% | $147,080-89.4% | $80,935-80.7% |
| Participation rate | 94.2% | 75.9%+18.4pp | 82.2%+12.0pp | 67.7%+26.6pp |
| Annual return | 16.08% | 135.09%-119.0pp | 420.17%-404.1pp | 35.66%-19.6pp |
| Employer contribution / active EE | $3,062 | $3,717-17.6% | $4,933-37.9% | $2,757+11.1% |
| Participant deferral / active EE | $5,778 | $6,651-13.1% | $8,066-28.4% | $4,299+34.4% |
| Admin fee / account holder | $1,395 | $7,951-82.5% | $12,989-89.3% | $6,924-79.9% |