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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 | $19,891 | $98,766-79.9% | $149,730-86.7% | $79,852-75.1% |
| Participation rate | 81.6% | 75.8%+5.8pp | 82.5%-0.9pp | 69.6%+11.9pp |
| Annual return | 20.94% | 27.43%-6.5pp | 276.70%-255.8pp | 31.72%-10.8pp |
| Employer contribution / active EE | $2,019 | $3,217-37.2% | $4,645-56.5% | $2,471-18.3% |
| Participant deferral / active EE | $3,422 | $5,681-39.8% | $6,843-50.0% | $3,740-8.5% |
| Admin fee / account holder | $1,132 | $6,052-81.3% | $9,310-87.8% | $5,306-78.7% |