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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 | $102,429-79.8% | $147,096-85.9% | $80,925-74.4% |
| Participation rate | 84.6% | 75.9%+8.8pp | 82.2%+2.4pp | 67.7%+17.0pp |
| Annual return | 18.63% | 135.02%-116.4pp | 419.75%-401.1pp | 35.65%-17.0pp |
| Employer contribution / active EE | $3,382 | $3,716-9.0% | $4,936-31.5% | $2,756+22.7% |
| Participant deferral / active EE | $9,316 | $6,649+40.1% | $8,071+15.4% | $4,299+116.7% |
| Admin fee / account holder | $6,266 | $7,957-21.3% | $13,005-51.8% | $6,940-9.7% |