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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 | $5,358 | $99,053-94.6% | $88,179-93.9% | $138,895-96.1% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.1%+20.9pp | 79.9%+10.1pp |
| Annual return | 17.92% | 78.17%-60.2pp | 64.97%-47.0pp | 145.39%-127.5pp |
| Employer contribution / active EE | $730 | $2,882-74.7% | $2,549-71.4% | $4,194-82.6% |
| Participant deferral / active EE | $943 | $5,225-82.0% | $4,614-79.6% | $6,396-85.3% |
| Admin fee / account holder | $711 | $8,748-91.9% | $7,673-90.7% | $12,562-94.3% |