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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 | $11,505 | $93,345-87.7% | $119,126-90.3% | $87,485-86.8% |
| Participation rate | 90.4% | 68.7%+21.6pp | 75.8%+14.6pp | 68.9%+21.5pp |
| Annual return | 13.88% | 19.08%-5.2pp | 282.11%-268.2pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,033 | $3,172-67.4% | $4,034-74.4% | $2,596-60.2% |
| Participant deferral / active EE | $3,576 | $4,099-12.7% | $5,318-32.8% | $4,274-16.3% |
| Admin fee / account holder | $600 | $8,039-92.5% | $10,693-94.4% | $7,775-92.3% |