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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 | $8,332 | $106,267-92.2% | $96,520-91.4% | $139,456-94.0% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 53.72% | 38.45%+15.3pp | 35.72%+18.0pp | 373.45%-319.7pp |
| Employer contribution / active EE | $1,737 | $4,105-57.7% | $3,739-53.5% | $4,753-63.4% |
| Participant deferral / active EE | $4,734 | $5,454-13.2% | $4,879-3.0% | $6,711-29.5% |
| Admin fee / account holder | $841 | $7,882-89.3% | $6,733-87.5% | $11,407-92.6% |