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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 | $19,016 | $98,766-80.7% | $149,730-87.3% | $79,852-76.2% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.5%-8.2pp | 69.6%+4.6pp |
| Annual return | 17.52% | 27.43%-9.9pp | 276.70%-259.2pp | 31.72%-14.2pp |
| Employer contribution / active EE | $2,227 | $3,217-30.8% | $4,645-52.1% | $2,471-9.9% |
| Participant deferral / active EE | $3,721 | $5,681-34.5% | $6,843-45.6% | $3,740-0.5% |
| Admin fee / account holder | $4,749 | $6,052-21.5% | $9,310-49.0% | $5,306-10.5% |