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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 | $8,633 | $81,208-89.4% | $98,920-91.3% | $79,852-89.2% |
| Participation rate | 74.6% | 72.5%+2.1pp | 76.0%-1.4pp | 69.6%+5.0pp |
| Annual return | 14.75% | 60.99%-46.2pp | 196.47%-181.7pp | 31.72%-17.0pp |
| Employer contribution / active EE | $540 | $1,960-72.4% | $2,689-79.9% | $2,471-78.1% |
| Participant deferral / active EE | $1,555 | $3,265-52.4% | $4,245-63.4% | $3,740-58.4% |
| Admin fee / account holder | $873 | $6,013-85.5% | $6,643-86.9% | $5,306-83.5% |