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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 | $17,684 | $102,422-82.7% | $147,117-88.0% | $80,959-78.2% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.0pp |
| Annual return | 31.38% | 135.16%-103.8pp | 420.54%-389.2pp | 35.67%-4.3pp |
| Employer contribution / active EE | $2,027 | $3,717-45.5% | $4,932-58.9% | $2,757-26.5% |
| Participant deferral / active EE | $7,323 | $6,652+10.1% | $8,065-9.2% | $4,300+70.3% |
| Admin fee / account holder | $2,295 | $7,953-71.1% | $12,993-82.3% | $6,925-66.9% |