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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 | $7,833 | $102,385-92.3% | $147,080-94.7% | $80,935-90.3% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 21.58% | 135.09%-113.5pp | 420.17%-398.6pp | 35.66%-14.1pp |
| Employer contribution / active EE | $1,436 | $3,717-61.4% | $4,933-70.9% | $2,757-47.9% |
| Participant deferral / active EE | $2,909 | $6,651-56.3% | $8,066-63.9% | $4,299-32.3% |
| Admin fee / account holder | $782 | $7,951-90.2% | $12,989-94.0% | $6,924-88.7% |