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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 | $102,422-85.7% | $147,117-90.1% | $80,959-82.0% |
| Participation rate | 76.2% | 75.9%+0.3pp | 82.2%-6.0pp | 67.7%+8.5pp |
| Annual return | 15.00% | 135.16%-120.2pp | 420.54%-405.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,404 | $3,717-62.2% | $4,932-71.5% | $2,757-49.1% |
| Participant deferral / active EE | $2,649 | $6,652-60.2% | $8,065-67.2% | $4,300-38.4% |
| Admin fee / account holder | $1,014 | $7,953-87.2% | $12,993-92.2% | $6,925-85.4% |