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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 | $16,612 | $102,422-83.8% | $147,117-88.7% | $80,959-79.5% |
| Participation rate | 91.8% | 75.9%+16.0pp | 82.2%+9.7pp | 67.7%+24.2pp |
| Annual return | 14.68% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,557 | $3,717-31.2% | $4,932-48.2% | $2,757-7.3% |
| Participant deferral / active EE | $4,106 | $6,652-38.3% | $8,065-49.1% | $4,300-4.5% |
| Admin fee / account holder | $1,944 | $7,953-75.6% | $12,993-85.0% | $6,925-71.9% |