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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 | $8,886 | $51,642-82.8% | $129,384-93.1% | $80,935-89.0% |
| Participation rate | 74.4% | 56.9%+17.5pp | 69.6%+4.8pp | 67.7%+6.8pp |
| Annual return | 18.56% | 20.78%-2.2pp | 9461.77%-9443.2pp | 35.66%-17.1pp |
| Employer contribution / active EE | $844 | $1,583-46.7% | $4,153-79.7% | $2,757-69.4% |
| Participant deferral / active EE | $1,143 | $2,670-57.2% | $4,166-72.6% | $4,299-73.4% |
| Admin fee / account holder | $746 | $4,312-82.7% | $7,686-90.3% | $6,924-89.2% |