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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 | $9,775 | $110,337-91.1% | $102,383-90.5% | $145,877-93.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.24% | 24.83%-13.6pp | 24.94%-13.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,485 | $4,216-64.8% | $3,870-61.6% | $4,663-68.1% |
| Participant deferral / active EE | $2,133 | $5,621-62.0% | $5,060-57.8% | $6,691-68.1% |
| Admin fee / account holder | $535 | $9,750-94.5% | $8,391-93.6% | $13,402-96.0% |