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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 | $9,838 | $166,242-94.1% | $165,071-94.0% | $145,884-93.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 12.73% | 100.44%-87.7pp | 70.17%-57.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,194 | $5,283-58.5% | $4,347-49.5% | $4,662-52.9% |
| Participant deferral / active EE | $2,829 | $6,964-59.4% | $6,035-53.1% | $6,690-57.7% |
| Admin fee / account holder | $3,165 | $16,658-81.0% | $12,695-75.1% | $13,392-76.4% |