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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 | $13,475 | $102,422-86.8% | $147,117-90.8% | $80,959-83.4% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 15.28% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.4pp |
| Employer contribution / active EE | $2,326 | $3,717-37.4% | $4,932-52.8% | $2,757-15.6% |
| Participant deferral / active EE | $2,917 | $6,652-56.2% | $8,065-63.8% | $4,300-32.2% |
| Admin fee / account holder | $849 | $7,953-89.3% | $12,993-93.5% | $6,925-87.7% |