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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 | $17,565 | $112,933-84.4% | $90,970-80.7% | $158,982-89.0% |
| Participation rate | 70.6% | 74.7%-4.2pp | 69.0%+1.6pp | 82.0%-11.4pp |
| Annual return | 23.12% | 215.82%-192.7pp | 134.60%-111.5pp | 302.99%-279.9pp |
| Employer contribution / active EE | $1,515 | $2,893-47.6% | $2,122-28.6% | $4,763-68.2% |
| Participant deferral / active EE | $2,237 | $4,128-45.8% | $3,373-33.7% | $5,983-62.6% |
| Admin fee / account holder | $4,519 | $8,047-43.8% | $5,961-24.2% | $11,252-59.8% |