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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 | $183,516-95.9% | $155,534-95.1% | $145,884-94.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 22.70% | 61.43%-38.7pp | 64.92%-42.2pp | 551.85%-529.1pp |
| Employer contribution / active EE | $1,501 | $5,315-71.8% | $4,675-67.9% | $4,662-67.8% |
| Participant deferral / active EE | $2,100 | $6,467-67.5% | $5,630-62.7% | $6,690-68.6% |
| Admin fee / account holder | $1,510 | $19,293-92.2% | $15,900-90.5% | $13,392-88.7% |