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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 | $7,978 | $111,535-92.8% | $105,223-92.4% | $137,256-94.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 17.95% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,102 | $3,939-72.0% | $3,689-70.1% | $4,156-73.5% |
| Participant deferral / active EE | $2,029 | $5,500-63.1% | $5,072-60.0% | $6,407-68.3% |
| Admin fee / account holder | $623 | $9,721-93.6% | $8,859-93.0% | $12,270-94.9% |