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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 | $7,555 | $183,592-95.9% | $155,574-95.1% | $145,877-94.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 22.70% | 61.37%-38.7pp | 64.87%-42.2pp | 551.28%-528.6pp |
| Employer contribution / active EE | $1,501 | $5,317-71.8% | $4,676-67.9% | $4,663-67.8% |
| Participant deferral / active EE | $2,100 | $6,466-67.5% | $5,629-62.7% | $6,691-68.6% |
| Admin fee / account holder | $1,510 | $19,316-92.2% | $15,914-90.5% | $13,402-88.7% |