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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 | $7,756 | $154,209-95.0% | $130,062-94.0% | $139,487-94.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 23.05% | 32.52%-9.5pp | -137.37%+160.4pp | 373.84%-350.8pp |
| Employer contribution / active EE | $2,087 | $5,292-60.6% | $4,322-51.7% | $4,755-56.1% |
| Participant deferral / active EE | $6,546 | $6,709-2.4% | $5,821+12.5% | $6,713-2.5% |
| Admin fee / account holder | $4,374 | $13,988-68.7% | $10,601-58.7% | $11,407-61.7% |