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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 | $9,448 | $89,364-89.4% | $141,177-93.3% | $72,983-87.1% |
| Participation rate | 70.4% | 75.1%-4.8pp | 82.5%-12.1pp | 69.5%+0.9pp |
| Annual return | 21.59% | 111.86%-90.3pp | 71.40%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $855 | $3,115-72.5% | $4,736-81.9% | $2,440-65.0% |
| Participant deferral / active EE | $4,205 | $5,419-22.4% | $6,710-37.3% | $3,608+16.5% |
| Admin fee / account holder | $444 | $5,959-92.5% | $10,263-95.7% | $5,124-91.3% |