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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 | $9,167 | $157,304-94.2% | $141,197-93.5% | $152,909-94.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 43.88% | 64.34%-20.5pp | 71.41%-27.5pp | 345.46%-301.6pp |
| Employer contribution / active EE | $2,030 | $5,263-61.4% | $4,736-57.1% | $4,764-57.4% |
| Participant deferral / active EE | $4,813 | $7,111-32.3% | $6,710-28.3% | $5,851-17.7% |
| Admin fee / account holder | $662 | $12,126-94.5% | $10,265-93.5% | $11,601-94.3% |