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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 | $24,028 | $102,422-76.5% | $147,117-83.7% | $80,959-70.3% |
| Participation rate | 76.1% | 75.9%+0.2pp | 82.2%-6.1pp | 67.7%+8.4pp |
| Annual return | 22.21% | 135.16%-112.9pp | 420.54%-398.3pp | 35.67%-13.5pp |
| Employer contribution / active EE | $1,099 | $3,717-70.4% | $4,932-77.7% | $2,757-60.1% |
| Participant deferral / active EE | $7,924 | $6,652+19.1% | $8,065-1.7% | $4,300+84.3% |
| Admin fee / account holder | $2,364 | $7,953-70.3% | $12,993-81.8% | $6,925-65.9% |