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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 | $8,175 | $85,766-90.5% | $136,298-94.0% | $70,126-88.3% |
| Participation rate | 77.4% | 74.2%+3.3pp | 81.9%-4.5pp | 69.5%+7.9pp |
| Annual return | 15.77% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $652 | $2,966-78.0% | $4,696-86.1% | $2,343-72.2% |
| Participant deferral / active EE | $2,981 | $5,051-41.0% | $6,247-52.3% | $3,332-10.5% |
| Admin fee / account holder | $1,445 | $5,421-73.3% | $9,244-84.4% | $4,645-68.9% |