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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 | $13,544 | $82,674-83.6% | $125,363-89.2% | $68,495-80.2% |
| Participation rate | 84.4% | 75.0%+9.3pp | 82.4%+2.0pp | 67.9%+16.5pp |
| Annual return | 24.48% | -5.97%+30.4pp | 572.15%-547.7pp | -7.84%+32.3pp |
| Employer contribution / active EE | $2,749 | $3,382-18.7% | $4,815-42.9% | $2,596+5.9% |
| Participant deferral / active EE | $5,733 | $6,111-6.2% | $7,447-23.0% | $4,028+42.3% |
| Admin fee / account holder | $1,064 | $6,276-83.0% | $10,005-89.4% | $5,403-80.3% |