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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 | $11,358 | $102,429-88.9% | $147,096-92.3% | $80,925-86.0% |
| Participation rate | 84.1% | 75.9%+8.2pp | 82.2%+1.9pp | 67.7%+16.4pp |
| Annual return | 15.14% | 135.02%-119.9pp | 419.75%-404.6pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,338 | $3,716-64.0% | $4,936-72.9% | $2,756-51.5% |
| Participant deferral / active EE | $3,431 | $6,649-48.4% | $8,071-57.5% | $4,299-20.2% |
| Admin fee / account holder | $919 | $7,957-88.5% | $13,005-92.9% | $6,940-86.8% |