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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 | $20,735 | $102,422-79.8% | $147,117-85.9% | $80,959-74.4% |
| Participation rate | 84.6% | 75.9%+8.7pp | 82.2%+2.4pp | 67.7%+16.9pp |
| Annual return | 18.63% | 135.16%-116.5pp | 420.54%-401.9pp | 35.67%-17.0pp |
| Employer contribution / active EE | $3,382 | $3,717-9.0% | $4,932-31.4% | $2,757+22.7% |
| Participant deferral / active EE | $9,316 | $6,652+40.0% | $8,065+15.5% | $4,300+116.6% |
| Admin fee / account holder | $6,266 | $7,953-21.2% | $12,993-51.8% | $6,925-9.5% |