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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 | $21,502 | $93,598-77.0% | $135,974-84.2% | $75,173-71.4% |
| Participation rate | 80.4% | 75.2%+5.2pp | 81.9%-1.5pp | 67.2%+13.2pp |
| Annual return | 112.05% | 30.89%+81.2pp | 68.30%+43.7pp | 160.72%-48.7pp |
| Employer contribution / active EE | $1,343 | $3,538-62.0% | $4,859-72.4% | $2,671-49.7% |
| Participant deferral / active EE | $2,672 | $6,405-58.3% | $7,760-65.6% | $4,126-35.2% |
| Admin fee / account holder | $3,077 | $6,978-55.9% | $10,767-71.4% | $5,651-45.5% |