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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 | $16,288 | $102,385-84.1% | $147,080-88.9% | $80,935-79.9% |
| Participation rate | 71.9% | 75.9%-4.0pp | 82.2%-10.3pp | 67.7%+4.2pp |
| Annual return | 20.60% | 135.09%-114.5pp | 420.17%-399.6pp | 35.66%-15.1pp |
| Employer contribution / active EE | $2,841 | $3,717-23.6% | $4,933-42.4% | $2,757+3.1% |
| Participant deferral / active EE | $6,986 | $6,651+5.0% | $8,066-13.4% | $4,299+62.5% |
| Admin fee / account holder | $3,599 | $7,951-54.7% | $12,989-72.3% | $6,924-48.0% |