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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 | $7,955 | $129,737-93.9% | $119,126-93.3% | $154,746-94.9% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 24.21% | 379.08%-354.9pp | 282.11%-257.9pp | 172.34%-148.1pp |
| Employer contribution / active EE | $1,244 | $4,375-71.6% | $4,034-69.2% | $4,379-71.6% |
| Participant deferral / active EE | $2,180 | $5,842-62.7% | $5,318-59.0% | $6,730-67.6% |
| Admin fee / account holder | $794 | $11,961-93.4% | $10,693-92.6% | $14,365-94.5% |