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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 | $102,429-79.9% | $147,096-86.0% | $80,925-74.6% |
| Participation rate | 97.4% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 14.21% | 135.02%-120.8pp | 419.75%-405.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,386 | $3,716-62.7% | $4,936-71.9% | $2,756-49.7% |
| Participant deferral / active EE | $4,026 | $6,649-39.5% | $8,071-50.1% | $4,299-6.4% |
| Admin fee / account holder | $701 | $7,957-91.2% | $13,005-94.6% | $6,940-89.9% |