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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 | $22,267 | $89,370-75.1% | $141,197-84.2% | $72,976-69.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 31.35% | 111.88%-80.5pp | 71.41%-40.1pp | 81.02%-49.7pp |
| Employer contribution / active EE | $3,101 | $3,115-0.4% | $4,736-34.5% | $2,440+27.1% |
| Participant deferral / active EE | $6,022 | $5,419+11.1% | $6,710-10.3% | $3,608+66.9% |
| Admin fee / account holder | $1,368 | $5,957-77.0% | $10,265-86.7% | $5,124-73.3% |