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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 | $24,355 | $79,209-69.3% | $102,434-76.2% | $74,459-67.3% |
| Participation rate | 83.0% | 74.8%+8.2pp | 76.5%+6.5pp | 67.2%+15.8pp |
| Annual return | 14.96% | 54.98%-40.0pp | 29.46%-14.5pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $3,242 | $2,362+37.2% | $3,023+7.2% | $2,626+23.5% |
| Participant deferral / active EE | $6,176 | $4,417+39.8% | $5,055+22.2% | $4,350+42.0% |
| Admin fee / account holder | $2,008 | $2,002+0.3% | $9,462-78.8% | $1,945+3.2% |