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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 | $8,111 | $98,760-91.8% | $149,710-94.6% | $79,860-89.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 17.64% | 27.43%-9.8pp | 276.63%-259.0pp | 31.72%-14.1pp |
| Employer contribution / active EE | $1,408 | $3,217-56.2% | $4,645-69.7% | $2,471-43.0% |
| Participant deferral / active EE | $3,338 | $5,681-41.2% | $6,842-51.2% | $3,740-10.7% |
| Admin fee / account holder | $768 | $6,053-87.3% | $9,309-91.7% | $5,306-85.5% |