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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 | $12,983 | $154,193-91.6% | $130,045-90.0% | $139,466-90.7% |
| Participation rate | 73.3% | 82.0%-8.6pp | 78.5%-5.2pp | 80.3%-7.0pp |
| Annual return | 36.41% | 32.51%+3.9pp | -137.30%+173.7pp | 373.66%-337.3pp |
| Employer contribution / active EE | $2,606 | $5,292-50.8% | $4,321-39.7% | $4,754-45.2% |
| Participant deferral / active EE | $3,660 | $6,709-45.4% | $5,820-37.1% | $6,712-45.5% |
| Admin fee / account holder | $901 | $13,989-93.6% | $10,600-91.5% | $11,409-92.1% |