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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 | $7,134 | $226,090-96.8% | $182,531-96.1% | $152,885-95.3% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.5%+3.3pp |
| Annual return | 12.28% | 192.57%-180.3pp | 148.57%-136.3pp | 345.39%-333.1pp |
| Employer contribution / active EE | $1,150 | $4,978-76.9% | $4,075-71.8% | $4,763-75.9% |
| Participant deferral / active EE | $2,182 | $6,369-65.7% | $5,525-60.5% | $5,851-62.7% |
| Admin fee / account holder | $958 | $10,705-91.1% | $8,593-88.9% | $11,598-91.7% |