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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 | $8,595 | $111,878-92.3% | $93,727-90.8% | $145,897-94.1% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 21.83% | 204.28%-182.4pp | 133.83%-112.0pp | 552.29%-530.5pp |
| Employer contribution / active EE | $1,285 | $3,092-58.4% | $2,421-46.9% | $4,663-72.4% |
| Participant deferral / active EE | $3,601 | $4,920-26.8% | $4,417-18.5% | $6,689-46.2% |
| Admin fee / account holder | $1,385 | $10,256-86.5% | $8,292-83.3% | $13,390-89.7% |