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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 | $11,582 | $123,793-90.6% | $177,827-93.5% | $79,858-85.5% |
| Participation rate | 88.2% | 84.7%+3.6pp | 87.7%+0.5pp | 69.6%+18.6pp |
| Annual return | 322.52% | 22.82%+299.7pp | 48.32%+274.2pp | 31.72%+290.8pp |
| Employer contribution / active EE | $1,741 | $4,095-57.5% | $5,918-70.6% | $2,471-29.5% |
| Participant deferral / active EE | $3,559 | $5,956-40.3% | $7,713-53.9% | $3,740-4.9% |
| Admin fee / account holder | $645 | $7,243-91.1% | $12,429-94.8% | $5,306-87.8% |