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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 | $30,032 | $79,181-62.1% | $102,423-70.7% | $74,429-59.7% |
| Participation rate | 73.9% | 74.8%-0.8pp | 76.5%-2.6pp | 67.2%+6.7pp |
| Annual return | 12.69% | 54.97%-42.3pp | 29.42%-16.7pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $2,289 | $2,362-3.1% | $3,023-24.3% | $2,625-12.8% |
| Participant deferral / active EE | $3,961 | $4,416-10.3% | $5,054-21.6% | $4,348-8.9% |
| Admin fee / account holder | $3,404 | $2,002+70.1% | $9,455-64.0% | $1,944+75.1% |