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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 | $9,261 | $102,429-91.0% | $147,096-93.7% | $80,925-88.6% |
| Participation rate | 86.8% | 75.9%+11.0pp | 82.2%+4.7pp | 67.7%+19.2pp |
| Annual return | 16.80% | 135.02%-118.2pp | 419.75%-402.9pp | 35.65%-18.9pp |
| Employer contribution / active EE | $1,297 | $3,716-65.1% | $4,936-73.7% | $2,756-53.0% |
| Participant deferral / active EE | $2,950 | $6,649-55.6% | $8,071-63.4% | $4,299-31.4% |
| Admin fee / account holder | $1,279 | $7,957-83.9% | $13,005-90.2% | $6,940-81.6% |