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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 | $8,444 | $93,345-91.0% | $119,126-92.9% | $87,485-90.3% |
| Participation rate | 79.3% | 68.7%+10.6pp | 75.8%+3.5pp | 68.9%+10.4pp |
| Annual return | 28.03% | 19.08%+8.9pp | 282.11%-254.1pp | 26.06%+2.0pp |
| Employer contribution / active EE | $1,018 | $3,172-67.9% | $4,034-74.8% | $2,596-60.8% |
| Participant deferral / active EE | $2,907 | $4,099-29.1% | $5,318-45.3% | $4,274-32.0% |
| Admin fee / account holder | $736 | $8,039-90.8% | $10,693-93.1% | $7,775-90.5% |