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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 | $8,539 | $93,598-90.9% | $135,974-93.7% | $75,173-88.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 39.11% | 30.89%+8.2pp | 68.30%-29.2pp | 160.72%-121.6pp |
| Employer contribution / active EE | $2,531 | $3,538-28.5% | $4,859-47.9% | $2,671-5.3% |
| Participant deferral / active EE | $3,881 | $6,405-39.4% | $7,760-50.0% | $4,126-5.9% |
| Admin fee / account holder | $689 | $6,978-90.1% | $10,767-93.6% | $5,651-87.8% |