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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 | $11,857 | $117,433-89.9% | $99,475-88.1% | $152,897-92.2% |
| Participation rate | 92.3% | 77.5%+14.8pp | 73.8%+18.5pp | 82.5%+9.9pp |
| Annual return | 27.84% | 31.87%-4.0pp | 30.72%-2.9pp | 345.43%-317.6pp |
| Employer contribution / active EE | $1,262 | $3,013-58.1% | $2,540-50.3% | $4,764-73.5% |
| Participant deferral / active EE | $2,462 | $4,086-39.7% | $3,619-31.9% | $5,851-57.9% |
| Admin fee / account holder | $741 | $7,634-90.3% | $6,252-88.1% | $11,599-93.6% |