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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 | $7,291 | $111,535-93.5% | $105,223-93.1% | $137,256-94.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 29.23% | 237.85%-208.6pp | 180.65%-151.4pp | 220.34%-191.1pp |
| Employer contribution / active EE | $2,057 | $3,939-47.8% | $3,689-44.2% | $4,156-50.5% |
| Participant deferral / active EE | $2,987 | $5,500-45.7% | $5,072-41.1% | $6,407-53.4% |
| Admin fee / account holder | $1,213 | $9,721-87.5% | $8,859-86.3% | $12,270-90.1% |