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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 | $6,689 | $108,882-93.9% | $96,754-93.1% | $154,746-95.7% |
| Participation rate | 95.7% | 75.1%+20.6pp | 70.3%+25.4pp | 80.7%+15.0pp |
| Annual return | 20.88% | 98.39%-77.5pp | 82.04%-61.2pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,650 | $3,018-45.3% | $2,679-38.4% | $4,379-62.3% |
| Participant deferral / active EE | $2,985 | $5,323-43.9% | $4,758-37.3% | $6,730-55.7% |
| Admin fee / account holder | $1,702 | $10,200-83.3% | $8,905-80.9% | $14,365-88.2% |