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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 | $7,530 | $61,125-87.7% | $94,057-92.0% | $87,485-91.4% |
| Participation rate | 90.6% | 64.1%+26.6pp | 73.3%+17.3pp | 68.9%+21.7pp |
| Annual return | 27.59% | 35.20%-7.6pp | 480.62%-453.0pp | 26.06%+1.5pp |
| Employer contribution / active EE | $1,396 | $2,136-34.6% | $2,933-52.4% | $2,596-46.2% |
| Participant deferral / active EE | $2,841 | $3,260-12.9% | $4,709-39.7% | $4,274-33.5% |
| Admin fee / account holder | $947 | $5,629-83.2% | $7,244-86.9% | $7,775-87.8% |