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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 | $9,162 | $172,111-94.7% | $150,298-93.9% | $137,256-93.3% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 15.73% | 69.37%-53.6pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,053 | $4,636-77.3% | $4,154-74.7% | $4,156-74.7% |
| Participant deferral / active EE | $2,129 | $6,166-65.5% | $5,453-61.0% | $6,407-66.8% |
| Admin fee / account holder | $1,025 | $16,471-93.8% | $14,116-92.7% | $12,270-91.6% |