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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 | $13,292 | $91,537-85.5% | $130,045-89.8% | $75,173-82.3% |
| Participation rate | 83.3% | 71.5%+11.9pp | 78.5%+4.8pp | 67.2%+16.1pp |
| Annual return | 23.12% | -631.55%+654.7pp | -137.30%+160.4pp | 160.72%-137.6pp |
| Employer contribution / active EE | $1,241 | $2,845-56.4% | $4,321-71.3% | $2,671-53.5% |
| Participant deferral / active EE | $3,540 | $4,343-18.5% | $5,820-39.2% | $4,126-14.2% |
| Admin fee / account holder | $468 | $6,780-93.1% | $10,600-95.6% | $5,651-91.7% |