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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 | $23,463 | $102,422-77.1% | $147,117-84.1% | $80,959-71.0% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 21.15% | 135.16%-114.0pp | 420.54%-399.4pp | 35.67%-14.5pp |
| Employer contribution / active EE | $2,323 | $3,717-37.5% | $4,932-52.9% | $2,757-15.8% |
| Participant deferral / active EE | $3,351 | $6,652-49.6% | $8,065-58.4% | $4,300-22.1% |
| Admin fee / account holder | $303 | $7,953-96.2% | $12,993-97.7% | $6,925-95.6% |