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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 | $102,429-87.6% | $147,096-91.4% | $80,925-84.3% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.2pp | 67.7%+15.7pp |
| Annual return | 17.40% | 135.02%-117.6pp | 419.75%-402.4pp | 35.65%-18.3pp |
| Employer contribution / active EE | $1,384 | $3,716-62.8% | $4,936-72.0% | $2,756-49.8% |
| Participant deferral / active EE | $3,663 | $6,649-44.9% | $8,071-54.6% | $4,299-14.8% |
| Admin fee / account holder | $562 | $7,957-92.9% | $13,005-95.7% | $6,940-91.9% |