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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 | $12,681 | $102,422-87.6% | $147,117-91.4% | $80,959-84.3% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.1pp | 67.7%+15.7pp |
| Annual return | 17.40% | 135.16%-117.8pp | 420.54%-403.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $1,384 | $3,717-62.8% | $4,932-71.9% | $2,757-49.8% |
| Participant deferral / active EE | $3,663 | $6,652-44.9% | $8,065-54.6% | $4,300-14.8% |
| Admin fee / account holder | $562 | $7,953-92.9% | $12,993-95.7% | $6,925-91.9% |