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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 | $19,827 | $102,385-80.6% | $147,080-86.5% | $80,935-75.5% |
| Participation rate | 71.2% | 75.9%-4.7pp | 82.2%-11.0pp | 67.7%+3.5pp |
| Annual return | 12.35% | 135.09%-122.7pp | 420.17%-407.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,521 | $3,717-59.1% | $4,933-69.2% | $2,757-44.8% |
| Participant deferral / active EE | $3,632 | $6,651-45.4% | $8,066-55.0% | $4,299-15.5% |
| Admin fee / account holder | $1,608 | $7,951-79.8% | $12,989-87.6% | $6,924-76.8% |