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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 | $10,235 | $154,193-93.4% | $130,045-92.1% | $139,466-92.7% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 26.64% | 32.51%-5.9pp | -137.30%+163.9pp | 373.66%-347.0pp |
| Employer contribution / active EE | $1,610 | $5,292-69.6% | $4,321-62.7% | $4,754-66.1% |
| Participant deferral / active EE | $4,636 | $6,709-30.9% | $5,820-20.3% | $6,712-30.9% |
| Admin fee / account holder | $447 | $13,989-96.8% | $10,600-95.8% | $11,409-96.1% |