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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 | $11,679 | $107,363-89.1% | $92,909-87.4% | $152,897-92.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 27.33% | 145.63%-118.3pp | 109.44%-82.1pp | 345.43%-318.1pp |
| Employer contribution / active EE | $1,262 | $4,222-70.1% | $3,653-65.5% | $4,764-73.5% |
| Participant deferral / active EE | $1,691 | $4,848-65.1% | $4,238-60.1% | $5,851-71.1% |
| Admin fee / account holder | $1,536 | $7,082-78.3% | $5,795-73.5% | $11,599-86.8% |