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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 | $9,824 | $129,737-92.4% | $119,126-91.8% | $154,746-93.7% |
| Participation rate | 94.4% | 78.9%+15.6pp | 75.8%+18.7pp | 80.7%+13.7pp |
| Annual return | 21.87% | 379.08%-357.2pp | 282.11%-260.2pp | 172.34%-150.5pp |
| Employer contribution / active EE | $1,066 | $4,375-75.6% | $4,034-73.6% | $4,379-75.6% |
| Participant deferral / active EE | $2,221 | $5,842-62.0% | $5,318-58.2% | $6,730-67.0% |
| Admin fee / account holder | $874 | $11,961-92.7% | $10,693-91.8% | $14,365-93.9% |