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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 | $28,359 | $86,298-67.1% | $111,308-74.5% | $85,847-67.0% |
| Participation rate | 70.0% | 73.3%-3.3pp | 77.3%-7.3pp | 69.3%+0.7pp |
| Annual return | 11.36% | 19.99%-8.6pp | 54.67%-43.3pp | 318.61%-307.2pp |
| Employer contribution / active EE | $1,152 | $2,044-43.6% | $2,732-57.8% | $2,565-55.1% |
| Participant deferral / active EE | $1,915 | $3,641-47.4% | $4,487-57.3% | $3,952-51.5% |
| Admin fee / account holder | $2,745 | $8,189-66.5% | $7,965-65.5% | $6,261-56.2% |