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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 | $10,553 | $102,385-89.7% | $147,080-92.8% | $80,935-87.0% |
| Participation rate | 88.2% | 75.9%+12.3pp | 82.2%+6.0pp | 67.7%+20.5pp |
| Annual return | 15.21% | 135.09%-119.9pp | 420.17%-405.0pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,791 | $3,717-51.8% | $4,933-63.7% | $2,757-35.0% |
| Participant deferral / active EE | $2,931 | $6,651-55.9% | $8,066-63.7% | $4,299-31.8% |
| Admin fee / account holder | $2,151 | $7,951-72.9% | $12,989-83.4% | $6,924-68.9% |