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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 | $7,083 | $111,535-93.6% | $105,223-93.3% | $137,256-94.8% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 80.0%+14.2pp |
| Annual return | 14.40% | 237.85%-223.5pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,229 | $3,939-68.8% | $3,689-66.7% | $4,156-70.4% |
| Participant deferral / active EE | $3,177 | $5,500-42.2% | $5,072-37.4% | $6,407-50.4% |
| Admin fee / account holder | $873 | $9,721-91.0% | $8,859-90.1% | $12,270-92.9% |