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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 | $8,785 | $110,410-92.0% | $102,437-91.4% | $145,897-94.0% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,558 | $4,217-63.0% | $3,871-59.7% | $4,663-66.6% |
| Participant deferral / active EE | $5,081 | $5,622-9.6% | $5,060+0.4% | $6,689-24.0% |
| Admin fee / account holder | $345 | $9,745-96.5% | $8,388-95.9% | $13,390-97.4% |