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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 | $7,114 | $96,508-92.6% | $75,901-90.6% | $152,897-95.3% |
| Participation rate | 94.4% | 76.2%+18.3pp | 69.3%+25.2pp | 82.5%+12.0pp |
| Annual return | 26.62% | 33.99%-7.4pp | 30.76%-4.1pp | 345.43%-318.8pp |
| Employer contribution / active EE | $1,619 | $3,310-51.1% | $2,501-35.2% | $4,764-66.0% |
| Participant deferral / active EE | $1,987 | $4,554-56.4% | $3,603-44.9% | $5,851-66.0% |
| Admin fee / account holder | $438 | $8,081-94.6% | $5,420-91.9% | $11,599-96.2% |