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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 | $14,610 | $102,429-85.7% | $147,096-90.1% | $80,925-81.9% |
| Participation rate | 76.2% | 75.9%+0.3pp | 82.2%-6.0pp | 67.7%+8.5pp |
| Annual return | 15.00% | 135.02%-120.0pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $1,404 | $3,716-62.2% | $4,936-71.5% | $2,756-49.0% |
| Participant deferral / active EE | $2,649 | $6,649-60.2% | $8,071-67.2% | $4,299-38.4% |
| Admin fee / account holder | $1,014 | $7,957-87.3% | $13,005-92.2% | $6,940-85.4% |