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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 | $12,254 | $59,448-79.4% | $93,696-86.9% | $74,459-83.5% |
| Participation rate | 82.1% | 59.6%+22.5pp | 68.7%+13.4pp | 67.2%+14.9pp |
| Annual return | 21.95% | 82.11%-60.2pp | 133.74%-111.8pp | 1369.70%-1347.8pp |
| Employer contribution / active EE | $2,149 | $1,266+69.7% | $2,422-11.3% | $2,626-18.1% |
| Participant deferral / active EE | $2,857 | $3,052-6.4% | $4,417-35.3% | $4,350-34.3% |
| Admin fee / account holder | $2,366 | $3,027-21.9% | $8,287-71.5% | $1,945+21.6% |