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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 | $13,836 | $78,428-82.4% | $95,960-85.6% | $79,852-82.7% |
| Participation rate | 75.9% | 73.5%+2.4pp | 77.1%-1.2pp | 69.6%+6.2pp |
| Annual return | 79.53% | 19.37%+60.2pp | 91.63%-12.1pp | 31.72%+47.8pp |
| Employer contribution / active EE | $1,861 | $1,945-4.3% | $2,541-26.8% | $2,471-24.7% |
| Participant deferral / active EE | $2,671 | $3,440-22.3% | $4,167-35.9% | $3,740-28.6% |
| Admin fee / account holder | $1,636 | $5,622-70.9% | $6,797-75.9% | $5,306-69.2% |