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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 | $18,626 | $85,766-78.3% | $136,298-86.3% | $70,126-73.4% |
| Participation rate | 80.6% | 74.2%+6.5pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 18.81% | 31.46%-12.6pp | 5156.27%-5137.5pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,449 | $2,966-51.1% | $4,696-69.1% | $2,343-38.1% |
| Participant deferral / active EE | $3,648 | $5,051-27.8% | $6,247-41.6% | $3,332+9.5% |
| Admin fee / account holder | $1,648 | $5,421-69.6% | $9,244-82.2% | $4,645-64.5% |