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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 | $8,391 | $162,821-94.8% | $133,978-93.7% | $158,982-94.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.39% | 41.95%-29.6pp | 45.10%-32.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $1,451 | $4,976-70.9% | $3,919-63.0% | $4,763-69.5% |
| Participant deferral / active EE | $2,629 | $5,910-55.5% | $5,047-47.9% | $5,983-56.1% |
| Admin fee / account holder | $1,222 | $11,742-89.6% | $8,930-86.3% | $11,252-89.1% |