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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 | $14,164 | $102,422-86.2% | $147,117-90.4% | $80,959-82.5% |
| Participation rate | 83.7% | 75.9%+7.8pp | 82.2%+1.5pp | 67.7%+16.1pp |
| Annual return | 19.53% | 135.16%-115.6pp | 420.54%-401.0pp | 35.67%-16.1pp |
| Employer contribution / active EE | $2,209 | $3,717-40.6% | $4,932-55.2% | $2,757-19.9% |
| Participant deferral / active EE | $4,414 | $6,652-33.6% | $8,065-45.3% | $4,300+2.6% |
| Admin fee / account holder | $1,490 | $7,953-81.3% | $12,993-88.5% | $6,925-78.5% |