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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 | $15,454 | $102,385-84.9% | $147,080-89.5% | $80,935-80.9% |
| Participation rate | 84.6% | 75.9%+8.7pp | 82.2%+2.4pp | 67.7%+17.0pp |
| Annual return | 22.22% | 135.09%-112.9pp | 420.17%-397.9pp | 35.66%-13.4pp |
| Employer contribution / active EE | $1,907 | $3,717-48.7% | $4,933-61.3% | $2,757-30.8% |
| Participant deferral / active EE | $2,892 | $6,651-56.5% | $8,066-64.1% | $4,299-32.7% |
| Admin fee / account holder | $367 | $7,951-95.4% | $12,989-97.2% | $6,924-94.7% |