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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 | $9,848 | $106,247-90.7% | $96,515-89.8% | $139,466-92.9% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | 28.05% | 38.47%-10.4pp | 35.73%-7.7pp | 373.66%-345.6pp |
| Employer contribution / active EE | $1,517 | $4,106-63.1% | $3,740-59.4% | $4,754-68.1% |
| Participant deferral / active EE | $3,895 | $5,456-28.6% | $4,880-20.2% | $6,712-42.0% |
| Admin fee / account holder | $913 | $7,885-88.4% | $6,735-86.4% | $11,409-92.0% |