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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 | $20,550 | $102,422-79.9% | $147,117-86.0% | $80,959-74.6% |
| Participation rate | 97.4% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 14.21% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,386 | $3,717-62.7% | $4,932-71.9% | $2,757-49.7% |
| Participant deferral / active EE | $4,026 | $6,652-39.5% | $8,065-50.1% | $4,300-6.4% |
| Admin fee / account holder | $701 | $7,953-91.2% | $12,993-94.6% | $6,925-89.9% |