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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 | $19,967 | $102,422-80.5% | $147,117-86.4% | $80,959-75.3% |
| Participation rate | 90.3% | 75.9%+14.4pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 14.76% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,653 | $3,717-55.5% | $4,932-66.5% | $2,757-40.0% |
| Participant deferral / active EE | $3,450 | $6,652-48.1% | $8,065-57.2% | $4,300-19.8% |
| Admin fee / account holder | $309 | $7,953-96.1% | $12,993-97.6% | $6,925-95.5% |