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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 | $8,965 | $117,895-92.4% | $102,460-91.3% | $145,897-93.9% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 13.43% | 31.92%-18.5pp | 29.47%-16.0pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,277 | $3,619-64.7% | $3,025-57.8% | $4,663-72.6% |
| Participant deferral / active EE | $2,498 | $5,736-56.4% | $5,056-50.6% | $6,689-62.7% |
| Admin fee / account holder | $3,633 | $13,353-72.8% | $9,460-61.6% | $13,390-72.9% |