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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 | $7,998 | $185,312-95.7% | $161,489-95.0% | $154,746-94.8% |
| Participation rate | 81.3% | 82.5%-1.2pp | 78.7%+2.6pp | 80.7%+0.5pp |
| Annual return | 32.01% | 103.84%-71.8pp | 89.72%-57.7pp | 172.34%-140.3pp |
| Employer contribution / active EE | $1,600 | $4,769-66.4% | $4,268-62.5% | $4,379-63.5% |
| Participant deferral / active EE | $2,723 | $6,350-57.1% | $5,630-51.6% | $6,730-59.5% |
| Admin fee / account holder | $816 | $18,654-95.6% | $16,006-94.9% | $14,365-94.3% |