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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 | $16,454 | $152,612-89.2% | $125,192-86.9% | $152,897-89.2% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 19.69% | 54.85%-35.2pp | 43.79%-24.1pp | 345.43%-325.7pp |
| Employer contribution / active EE | $1,761 | $4,947-64.4% | $3,866-54.5% | $4,764-63.0% |
| Participant deferral / active EE | $2,583 | $5,868-56.0% | $4,937-47.7% | $5,851-55.9% |
| Admin fee / account holder | $4,670 | $13,437-65.2% | $9,704-51.9% | $11,599-59.7% |