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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 | $9,653 | $111,785-91.4% | $93,669-89.7% | $145,877-93.4% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 10.75% | 203.79%-193.0pp | 133.59%-122.8pp | 551.28%-540.5pp |
| Employer contribution / active EE | $746 | $3,096-75.9% | $2,424-69.2% | $4,663-84.0% |
| Participant deferral / active EE | $1,917 | $4,919-61.0% | $4,416-56.6% | $6,691-71.4% |
| Admin fee / account holder | $2,752 | $10,256-73.2% | $8,291-66.8% | $13,402-79.5% |