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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 | $8,506 | $211,288-96.0% | $178,540-95.2% | $145,884-94.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 18.74% | 30.27%-11.5pp | 27.15%-8.4pp | 551.85%-533.1pp |
| Employer contribution / active EE | $1,355 | $4,574-70.4% | $3,953-65.7% | $4,662-70.9% |
| Participant deferral / active EE | $2,605 | $6,967-62.6% | $6,281-58.5% | $6,690-61.1% |
| Admin fee / account holder | $312 | $12,105-97.4% | $10,424-97.0% | $13,392-97.7% |