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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 | $208,088-97.0% | $186,193-96.6% | $154,746-95.9% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.1%+13.8pp | 80.7%+10.2pp |
| Annual return | 19.83% | 89.97%-70.1pp | 78.03%-58.2pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,265 | $4,340-70.9% | $3,918-67.7% | $4,379-71.1% |
| Participant deferral / active EE | $2,123 | $7,078-70.0% | $6,513-67.4% | $6,730-68.5% |
| Admin fee / account holder | $1,154 | $11,698-90.1% | $11,058-89.6% | $14,365-92.0% |