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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 | $15,738 | $89,367-82.4% | $141,191-88.9% | $72,975-78.4% |
| Participation rate | 95.1% | 75.1%+20.0pp | 82.5%+12.6pp | 69.5%+25.6pp |
| Annual return | 22.41% | 111.87%-89.5pp | 71.41%-49.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $810 | $3,115-74.0% | $4,736-82.9% | $2,440-66.8% |
| Participant deferral / active EE | $6,035 | $5,419+11.4% | $6,710-10.1% | $3,608+67.3% |
| Admin fee / account holder | $2,054 | $5,957-65.5% | $10,264-80.0% | $5,124-59.9% |