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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 | $9,717 | $102,429-90.5% | $147,096-93.4% | $80,925-88.0% |
| Participation rate | 83.9% | 75.9%+8.0pp | 82.2%+1.7pp | 67.7%+16.2pp |
| Annual return | 15.30% | 135.02%-119.7pp | 419.75%-404.4pp | 35.65%-20.3pp |
| Employer contribution / active EE | $935 | $3,716-74.8% | $4,936-81.0% | $2,756-66.1% |
| Participant deferral / active EE | $2,767 | $6,649-58.4% | $8,071-65.7% | $4,299-35.6% |
| Admin fee / account holder | $509 | $7,957-93.6% | $13,005-96.1% | $6,940-92.7% |