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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 | $12,482 | $102,429-87.8% | $147,096-91.5% | $80,925-84.6% |
| Participation rate | 75.8% | 75.9%-0.1pp | 82.2%-6.4pp | 67.7%+8.1pp |
| Annual return | 12.22% | 135.02%-122.8pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $1,526 | $3,716-58.9% | $4,936-69.1% | $2,756-44.7% |
| Participant deferral / active EE | $2,836 | $6,649-57.3% | $8,071-64.9% | $4,299-34.0% |
| Admin fee / account holder | $1,025 | $7,957-87.1% | $13,005-92.1% | $6,940-85.2% |