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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 | $24,746 | $102,422-75.8% | $147,117-83.2% | $80,959-69.4% |
| Participation rate | 72.5% | 75.9%-3.3pp | 82.2%-9.6pp | 67.7%+4.9pp |
| Annual return | 18.85% | 135.16%-116.3pp | 420.54%-401.7pp | 35.67%-16.8pp |
| Employer contribution / active EE | $2,133 | $3,717-42.6% | $4,932-56.8% | $2,757-22.6% |
| Participant deferral / active EE | $5,456 | $6,652-18.0% | $8,065-32.4% | $4,300+26.9% |
| Admin fee / account holder | $3,208 | $7,953-59.7% | $12,993-75.3% | $6,925-53.7% |