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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 | $3,584 | $111,535-96.8% | $105,223-96.6% | $137,256-97.4% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 12.67% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,684 | $3,939-57.3% | $3,689-54.3% | $4,156-59.5% |
| Participant deferral / active EE | $1,827 | $5,500-66.8% | $5,072-64.0% | $6,407-71.5% |
| Admin fee / account holder | $2,077 | $9,721-78.6% | $8,859-76.6% | $12,270-83.1% |