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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 | $5,821 | $154,193-96.2% | $130,045-95.5% | $139,466-95.8% |
| Participation rate | 81.3% | 82.0%-0.7pp | 78.5%+2.7pp | 80.3%+0.9pp |
| Annual return | 27.32% | 32.51%-5.2pp | -137.30%+164.6pp | 373.66%-346.3pp |
| Employer contribution / active EE | $1,479 | $5,292-72.0% | $4,321-65.8% | $4,754-68.9% |
| Participant deferral / active EE | $2,312 | $6,709-65.5% | $5,820-60.3% | $6,712-65.6% |
| Admin fee / account holder | $1,069 | $13,989-92.4% | $10,600-89.9% | $11,409-90.6% |