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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 | $41,801 | $137,414-69.6% | $189,545-77.9% | $85,851-51.3% |
| Participation rate | 89.5% | 84.6%+4.9pp | 87.8%+1.7pp | 69.3%+20.2pp |
| Annual return | 12.58% | 38.14%-25.6pp | 555.36%-542.8pp | 318.63%-306.1pp |
| Employer contribution / active EE | $2,277 | $4,344-47.6% | $6,162-63.0% | $2,565-11.2% |
| Participant deferral / active EE | $4,164 | $6,260-33.5% | $8,220-49.4% | $3,952+5.3% |
| Admin fee / account holder | $4,710 | $8,630-45.4% | $12,049-60.9% | $6,261-24.8% |