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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 | $16,114 | $102,429-84.3% | $147,096-89.0% | $80,925-80.1% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.7%+21.6pp |
| Annual return | 19.35% | 135.02%-115.7pp | 419.75%-400.4pp | 35.65%-16.3pp |
| Employer contribution / active EE | $3,433 | $3,716-7.6% | $4,936-30.5% | $2,756+24.5% |
| Participant deferral / active EE | $4,799 | $6,649-27.8% | $8,071-40.5% | $4,299+11.6% |
| Admin fee / account holder | $3,334 | $7,957-58.1% | $13,005-74.4% | $6,940-52.0% |