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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 | $13,478 | $63,346-78.7% | $92,240-85.4% | $70,126-80.8% |
| Participation rate | 94.4% | 68.7%+25.8pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 19.41% | 530.19%-510.8pp | 176.29%-156.9pp | 73.15%-53.7pp |
| Employer contribution / active EE | $2,102 | $2,471-14.9% | $3,680-42.9% | $2,343-10.3% |
| Participant deferral / active EE | $2,836 | $2,854-0.6% | $3,897-27.2% | $3,332-14.9% |
| Admin fee / account holder | $1,020 | $3,841-73.4% | $5,194-80.4% | $4,645-78.0% |