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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 | $14,793 | $102,429-85.6% | $147,096-89.9% | $80,925-81.7% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.7%+25.7pp |
| Annual return | 18.37% | 135.02%-116.7pp | 419.75%-401.4pp | 35.65%-17.3pp |
| Employer contribution / active EE | $2,325 | $3,716-37.4% | $4,936-52.9% | $2,756-15.7% |
| Participant deferral / active EE | $3,898 | $6,649-41.4% | $8,071-51.7% | $4,299-9.3% |
| Admin fee / account holder | $1,024 | $7,957-87.1% | $13,005-92.1% | $6,940-85.2% |