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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 | $6,420 | $116,203-94.5% | $93,621-93.1% | $152,897-95.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.8%+4.2pp | 82.5%-2.5pp |
| Annual return | 28.47% | 35.96%-7.5pp | 32.76%-4.3pp | 345.43%-317.0pp |
| Employer contribution / active EE | $1,085 | $3,219-66.3% | $2,719-60.1% | $4,764-77.2% |
| Participant deferral / active EE | $4,522 | $4,605-1.8% | $4,070+11.1% | $5,851-22.7% |
| Admin fee / account holder | $720 | $10,751-93.3% | $7,890-90.9% | $11,599-93.8% |