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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 | $20,766 | $102,385-79.7% | $147,080-85.9% | $80,935-74.3% |
| Participation rate | 81.1% | 75.9%+5.3pp | 82.2%-1.1pp | 67.7%+13.5pp |
| Annual return | 17.74% | 135.09%-117.4pp | 420.17%-402.4pp | 35.66%-17.9pp |
| Employer contribution / active EE | $2,345 | $3,717-36.9% | $4,933-52.5% | $2,757-14.9% |
| Participant deferral / active EE | $4,811 | $6,651-27.7% | $8,066-40.4% | $4,299+11.9% |
| Admin fee / account holder | $682 | $7,951-91.4% | $12,989-94.8% | $6,924-90.2% |