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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 | $9,687 | $93,345-89.6% | $119,126-91.9% | $87,485-88.9% |
| Participation rate | 84.0% | 68.7%+15.3pp | 75.8%+8.2pp | 68.9%+15.1pp |
| Annual return | 37.90% | 19.08%+18.8pp | 282.11%-244.2pp | 26.06%+11.8pp |
| Employer contribution / active EE | $1,356 | $3,172-57.2% | $4,034-66.4% | $2,596-47.8% |
| Participant deferral / active EE | $3,208 | $4,099-21.7% | $5,318-39.7% | $4,274-24.9% |
| Admin fee / account holder | $1,506 | $8,039-81.3% | $10,693-85.9% | $7,775-80.6% |