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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 | $9,214 | $154,193-94.0% | $130,045-92.9% | $139,466-93.4% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.5%+0.1pp | 80.3%-1.8pp |
| Annual return | 26.69% | 32.51%-5.8pp | -137.30%+164.0pp | 373.66%-347.0pp |
| Employer contribution / active EE | $1,776 | $5,292-66.4% | $4,321-58.9% | $4,754-62.6% |
| Participant deferral / active EE | $2,422 | $6,709-63.9% | $5,820-58.4% | $6,712-63.9% |
| Admin fee / account holder | $384 | $13,989-97.3% | $10,600-96.4% | $11,409-96.6% |