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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 | $22,309 | $152,612-85.4% | $125,192-82.2% | $152,897-85.4% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.5%+2.2pp |
| Annual return | 15.61% | 54.85%-39.2pp | 43.79%-28.2pp | 345.43%-329.8pp |
| Employer contribution / active EE | $1,292 | $4,947-73.9% | $3,866-66.6% | $4,764-72.9% |
| Participant deferral / active EE | $2,599 | $5,868-55.7% | $4,937-47.4% | $5,851-55.6% |
| Admin fee / account holder | $10,547 | $13,437-21.5% | $9,704+8.7% | $11,599-9.1% |