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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 | $6,275 | $289,211-97.8% | $260,467-97.6% | $198,609-96.8% |
| Participation rate | 90.9% | 83.1%+7.8pp | 80.5%+10.5pp | 82.4%+8.5pp |
| Annual return | 19.83% | 112.90%-93.1pp | 100.60%-80.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $1,265 | $4,663-72.9% | $4,239-70.2% | $5,055-75.0% |
| Participant deferral / active EE | $2,123 | $6,812-68.8% | $6,319-66.4% | $6,977-69.6% |
| Admin fee / account holder | $1,154 | $16,236-92.9% | $15,461-92.5% | $19,030-93.9% |