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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 | $59,402-79.4% | $93,654-86.9% | $74,546-83.6% |
| Participation rate | 82.1% | 59.7%+22.5pp | 68.7%+13.4pp | 67.2%+14.9pp |
| Annual return | 21.95% | 81.86%-59.9pp | 133.34%-111.4pp | 1366.03%-1344.1pp |
| Employer contribution / active EE | $2,149 | $1,265+70.0% | $2,421-11.2% | $2,624-18.1% |
| Participant deferral / active EE | $2,857 | $3,049-6.3% | $4,413-35.3% | $4,347-34.3% |
| Admin fee / account holder | $2,366 | $3,023-21.7% | $8,282-71.4% | $1,944+21.7% |