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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 | $9,572 | $148,623-93.6% | $135,974-93.0% | $139,466-93.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 31.30% | 79.30%-48.0pp | 68.30%-37.0pp | 373.66%-342.4pp |
| Employer contribution / active EE | $2,514 | $5,246-52.1% | $4,859-48.3% | $4,754-47.1% |
| Participant deferral / active EE | $3,108 | $8,103-61.6% | $7,760-59.9% | $6,712-53.7% |
| Admin fee / account holder | $850 | $12,406-93.1% | $10,767-92.1% | $11,409-92.5% |