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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 | $9,721 | $98,766-90.2% | $149,730-93.5% | $79,852-87.8% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 12.48% | 27.43%-14.9pp | 276.70%-264.2pp | 31.72%-19.2pp |
| Employer contribution / active EE | $1,485 | $3,217-53.8% | $4,645-68.0% | $2,471-39.9% |
| Participant deferral / active EE | $2,704 | $5,681-52.4% | $6,843-60.5% | $3,740-27.7% |
| Admin fee / account holder | $2,650 | $6,052-56.2% | $9,310-71.5% | $5,306-50.1% |