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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 | $11,239 | $154,209-92.7% | $130,062-91.4% | $139,487-91.9% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 17.63% | 32.52%-14.9pp | -137.37%+155.0pp | 373.84%-356.2pp |
| Employer contribution / active EE | $1,706 | $5,292-67.8% | $4,322-60.5% | $4,755-64.1% |
| Participant deferral / active EE | $3,645 | $6,709-45.7% | $5,821-37.4% | $6,713-45.7% |
| Admin fee / account holder | $1,404 | $13,988-90.0% | $10,601-86.8% | $11,407-87.7% |