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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 | $11,891 | $102,422-88.4% | $147,117-91.9% | $80,959-85.3% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 15.18% | 135.16%-120.0pp | 420.54%-405.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,653 | $3,717-55.5% | $4,932-66.5% | $2,757-40.1% |
| Participant deferral / active EE | $3,814 | $6,652-42.7% | $8,065-52.7% | $4,300-11.3% |
| Admin fee / account holder | $718 | $7,953-91.0% | $12,993-94.5% | $6,925-89.6% |