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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 | $19,468 | $102,429-81.0% | $147,096-86.8% | $80,925-75.9% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | 14.15% | 135.02%-120.9pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,915 | $3,716-48.5% | $4,936-61.2% | $2,756-30.5% |
| Participant deferral / active EE | $7,343 | $6,649+10.4% | $8,071-9.0% | $4,299+70.8% |
| Admin fee / account holder | $5,495 | $7,957-30.9% | $13,005-57.7% | $6,940-20.8% |