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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 | $10,909 | $102,422-89.3% | $147,117-92.6% | $80,959-86.5% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 30.63% | 135.16%-104.5pp | 420.54%-389.9pp | 35.67%-5.0pp |
| Employer contribution / active EE | $1,605 | $3,717-56.8% | $4,932-67.5% | $2,757-41.8% |
| Participant deferral / active EE | $4,947 | $6,652-25.6% | $8,065-38.7% | $4,300+15.0% |
| Admin fee / account holder | $1,120 | $7,953-85.9% | $12,993-91.4% | $6,925-83.8% |