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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 | $13,655 | $93,345-85.4% | $119,126-88.5% | $87,485-84.4% |
| Participation rate | 90.6% | 68.7%+21.9pp | 75.8%+14.9pp | 68.9%+21.7pp |
| Annual return | 14.78% | 19.08%-4.3pp | 282.11%-267.3pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,879 | $3,172-40.8% | $4,034-53.4% | $2,596-27.6% |
| Participant deferral / active EE | $2,644 | $4,099-35.5% | $5,318-50.3% | $4,274-38.1% |
| Admin fee / account holder | $2,294 | $8,039-71.5% | $10,693-78.5% | $7,775-70.5% |