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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 | $8,858 | $102,638-91.4% | $81,991-89.2% | $158,966-94.4% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.3%+15.4pp | 82.0%+2.7pp |
| Annual return | 11.32% | 61.05%-49.7pp | 41.31%-30.0pp | 302.95%-291.6pp |
| Employer contribution / active EE | $627 | $3,241-80.6% | $2,498-74.9% | $4,762-86.8% |
| Participant deferral / active EE | $2,901 | $4,649-37.6% | $3,722-22.1% | $5,983-51.5% |
| Admin fee / account holder | $537 | $8,237-93.5% | $5,665-90.5% | $11,250-95.2% |