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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 | $9,368 | $65,084-85.6% | $67,681-86.2% | $64,340-85.4% |
| Participation rate | 92.7% | 66.7%+25.9pp | 73.7%+18.9pp | 55.2%+37.4pp |
| Annual return | 20.78% | 20.50%+0.3pp | 590.58%-569.8pp | 24.14%-3.4pp |
| Employer contribution / active EE | $1,446 | $2,398-39.7% | $2,678-46.0% | $1,862-22.3% |
| Participant deferral / active EE | $2,408 | $3,210-25.0% | $3,976-39.4% | $2,980-19.2% |
| Admin fee / account holder | $1,304 | $1,415-7.8% | $6,100-78.6% | $3,703-64.8% |