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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 | $9,597 | $124,314-92.3% | $109,163-91.2% | $167,518-94.3% |
| Participation rate | 73.7% | 79.4%-5.8pp | 75.9%-2.2pp | 82.1%-8.4pp |
| Annual return | 37.28% | 26.04%+11.2pp | 25.75%+11.5pp | 478.71%-441.4pp |
| Employer contribution / active EE | $1,261 | $4,209-70.0% | $3,723-66.1% | $4,838-73.9% |
| Participant deferral / active EE | $1,540 | $5,256-70.7% | $4,654-66.9% | $6,342-75.7% |
| Admin fee / account holder | $610 | $7,973-92.3% | $6,754-91.0% | $12,312-95.0% |