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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 | $15,568 | $160,040-90.3% | $147,096-89.4% | $145,877-89.3% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 14.60% | 98.49%-83.9pp | 419.75%-405.1pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,443 | $5,289-53.8% | $4,936-50.5% | $4,663-47.6% |
| Participant deferral / active EE | $4,093 | $8,429-51.4% | $8,071-49.3% | $6,691-38.8% |
| Admin fee / account holder | $1,990 | $15,050-86.8% | $13,005-84.7% | $13,402-85.2% |