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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 | $19,784 | $102,385-80.7% | $147,080-86.5% | $80,935-75.6% |
| Participation rate | 93.0% | 75.9%+17.2pp | 82.2%+10.8pp | 67.7%+25.4pp |
| Annual return | 28.21% | 135.09%-106.9pp | 420.17%-392.0pp | 35.66%-7.5pp |
| Employer contribution / active EE | $1,789 | $3,717-51.9% | $4,933-63.7% | $2,757-35.1% |
| Participant deferral / active EE | $3,505 | $6,651-47.3% | $8,066-56.5% | $4,299-18.5% |
| Admin fee / account holder | $331 | $7,951-95.8% | $12,989-97.5% | $6,924-95.2% |