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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 | $10,374 | $102,422-89.9% | $147,117-92.9% | $80,959-87.2% |
| Participation rate | 96.1% | 75.9%+20.2pp | 82.2%+13.9pp | 67.7%+28.4pp |
| Annual return | 25.23% | 135.16%-109.9pp | 420.54%-395.3pp | 35.67%-10.4pp |
| Employer contribution / active EE | $2,452 | $3,717-34.0% | $4,932-50.3% | $2,757-11.1% |
| Participant deferral / active EE | $4,382 | $6,652-34.1% | $8,065-45.7% | $4,300+1.9% |
| Admin fee / account holder | $307 | $7,953-96.1% | $12,993-97.6% | $6,925-95.6% |