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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 | $8,500 | $110,212-92.3% | $96,534-91.2% | $139,466-93.9% |
| Participation rate | 78.3% | 78.1%+0.1pp | 76.0%+2.3pp | 80.3%-2.1pp |
| Annual return | 39.36% | 26.42%+12.9pp | 25.88%+13.5pp | 373.66%-334.3pp |
| Employer contribution / active EE | $1,728 | $3,620-52.3% | $2,965-41.7% | $4,754-63.7% |
| Participant deferral / active EE | $2,438 | $5,547-56.1% | $4,851-49.7% | $6,712-63.7% |
| Admin fee / account holder | $2,437 | $11,599-79.0% | $8,253-70.5% | $11,409-78.6% |