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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 | $19,027 | $102,422-81.4% | $147,117-87.1% | $80,959-76.5% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.7%+27.6pp |
| Annual return | 22.99% | 135.16%-112.2pp | 420.54%-397.5pp | 35.67%-12.7pp |
| Employer contribution / active EE | $3,736 | $3,717+0.5% | $4,932-24.3% | $2,757+35.5% |
| Participant deferral / active EE | $6,071 | $6,652-8.7% | $8,065-24.7% | $4,300+41.2% |
| Admin fee / account holder | $2,823 | $7,953-64.5% | $12,993-78.3% | $6,925-59.2% |