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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 | $22,336 | $93,345-76.1% | $119,126-81.3% | $87,485-74.5% |
| Participation rate | 78.0% | 68.7%+9.3pp | 75.8%+2.3pp | 68.9%+9.1pp |
| Annual return | 18.97% | 19.08%-0.1pp | 282.11%-263.1pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,895 | $3,172-40.3% | $4,034-53.0% | $2,596-27.0% |
| Participant deferral / active EE | $2,660 | $4,099-35.1% | $5,318-50.0% | $4,274-37.7% |
| Admin fee / account holder | $1,504 | $8,039-81.3% | $10,693-85.9% | $7,775-80.7% |