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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 | $8,798 | $102,429-91.4% | $147,096-94.0% | $80,925-89.1% |
| Participation rate | 85.3% | 75.9%+9.4pp | 82.2%+3.1pp | 67.7%+17.6pp |
| Annual return | 12.23% | 135.02%-122.8pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $1,262 | $3,716-66.0% | $4,936-74.4% | $2,756-54.2% |
| Participant deferral / active EE | $3,652 | $6,649-45.1% | $8,071-54.7% | $4,299-15.0% |
| Admin fee / account holder | $1,996 | $7,957-74.9% | $13,005-84.7% | $6,940-71.2% |