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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 | $7,734 | $172,111-95.5% | $150,298-94.9% | $137,256-94.4% |
| Participation rate | 84.2% | 81.7%+2.5pp | 77.8%+6.5pp | 80.0%+4.3pp |
| Annual return | 14.63% | 69.37%-54.7pp | 62.79%-48.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,007 | $4,636-78.3% | $4,154-75.8% | $4,156-75.8% |
| Participant deferral / active EE | $2,938 | $6,166-52.4% | $5,453-46.1% | $6,407-54.1% |
| Admin fee / account holder | $696 | $16,471-95.8% | $14,116-95.1% | $12,270-94.3% |