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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 | $16,097 | $93,589-82.8% | $135,942-88.2% | $75,181-78.6% |
| Participation rate | 90.1% | 75.2%+15.0pp | 81.9%+8.2pp | 67.2%+22.9pp |
| Annual return | 85.49% | 30.90%+54.6pp | 68.28%+17.2pp | 160.69%-75.2pp |
| Employer contribution / active EE | $2,089 | $3,537-41.0% | $4,858-57.0% | $2,671-21.8% |
| Participant deferral / active EE | $2,902 | $6,405-54.7% | $7,759-62.6% | $4,126-29.7% |
| Admin fee / account holder | $1,413 | $6,977-79.7% | $10,764-86.9% | $5,650-75.0% |