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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 | $24,765 | $98,760-74.9% | $149,715-83.5% | $79,858-69.0% |
| Participation rate | 73.9% | 75.8%-1.9pp | 82.5%-8.6pp | 69.6%+4.3pp |
| Annual return | 23.32% | 27.43%-4.1pp | 276.66%-253.3pp | 31.72%-8.4pp |
| Employer contribution / active EE | $2,113 | $3,217-34.3% | $4,645-54.5% | $2,471-14.5% |
| Participant deferral / active EE | $4,237 | $5,681-25.4% | $6,842-38.1% | $3,740+13.3% |
| Admin fee / account holder | $524 | $6,053-91.3% | $9,310-94.4% | $5,306-90.1% |