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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 | $13,078 | $102,422-87.2% | $147,117-91.1% | $80,959-83.8% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | 16.79% | 135.16%-118.4pp | 420.54%-403.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $1,269 | $3,717-65.9% | $4,932-74.3% | $2,757-54.0% |
| Participant deferral / active EE | $2,639 | $6,652-60.3% | $8,065-67.3% | $4,300-38.6% |
| Admin fee / account holder | $341 | $7,953-95.7% | $12,993-97.4% | $6,925-95.1% |