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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 | $9,962 | $113,338-91.2% | $94,993-89.5% | $147,586-93.2% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 31.85% | 20.80%+11.1pp | 27.14%+4.7pp | 578.59%-546.7pp |
| Employer contribution / active EE | $4,992 | $3,160+57.9% | $2,603+91.7% | $4,876+2.4% |
| Participant deferral / active EE | $8,583 | $3,777+127.2% | $3,317+158.7% | $5,439+57.8% |
| Admin fee / account holder | $2,944 | $6,063-51.4% | $4,960-40.6% | $10,886-73.0% |