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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 | $10,909 | $102,429-89.3% | $147,096-92.6% | $80,925-86.5% |
| Participation rate | 94.9% | 75.9%+19.1pp | 82.2%+12.7pp | 67.7%+27.3pp |
| Annual return | 30.63% | 135.02%-104.4pp | 419.75%-389.1pp | 35.65%-5.0pp |
| Employer contribution / active EE | $1,605 | $3,716-56.8% | $4,936-67.5% | $2,756-41.8% |
| Participant deferral / active EE | $4,947 | $6,649-25.6% | $8,071-38.7% | $4,299+15.1% |
| Admin fee / account holder | $1,120 | $7,957-85.9% | $13,005-91.4% | $6,940-83.9% |