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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 | $24,207 | $102,429-76.4% | $147,096-83.5% | $80,925-70.1% |
| Participation rate | 72.4% | 75.9%-3.4pp | 82.2%-9.8pp | 67.7%+4.8pp |
| Annual return | 19.38% | 135.02%-115.6pp | 419.75%-400.4pp | 35.65%-16.3pp |
| Employer contribution / active EE | $1,888 | $3,716-49.2% | $4,936-61.8% | $2,756-31.5% |
| Participant deferral / active EE | $4,281 | $6,649-35.6% | $8,071-47.0% | $4,299-0.4% |
| Admin fee / account holder | $6,809 | $7,957-14.4% | $13,005-47.6% | $6,940-1.9% |