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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 | $18,004 | $102,385-82.4% | $147,080-87.8% | $80,935-77.8% |
| Participation rate | 90.7% | 75.9%+14.9pp | 82.2%+8.5pp | 67.7%+23.1pp |
| Annual return | 16.71% | 135.09%-118.4pp | 420.17%-403.5pp | 35.66%-18.9pp |
| Employer contribution / active EE | $2,289 | $3,717-38.4% | $4,933-53.6% | $2,757-17.0% |
| Participant deferral / active EE | $4,497 | $6,651-32.4% | $8,066-44.2% | $4,299+4.6% |
| Admin fee / account holder | $530 | $7,951-93.3% | $12,989-95.9% | $6,924-92.3% |