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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 | $12,602 | $85,766-85.3% | $136,298-90.8% | $70,126-82.0% |
| Participation rate | 76.9% | 74.2%+2.8pp | 81.9%-5.0pp | 69.5%+7.4pp |
| Annual return | 30.27% | 31.46%-1.2pp | 5156.27%-5126.0pp | 73.15%-42.9pp |
| Employer contribution / active EE | $1,281 | $2,966-56.8% | $4,696-72.7% | $2,343-45.3% |
| Participant deferral / active EE | $4,487 | $5,051-11.2% | $6,247-28.2% | $3,332+34.7% |
| Admin fee / account holder | $1,092 | $5,421-79.9% | $9,244-88.2% | $4,645-76.5% |