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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 | $6,754 | $111,878-94.0% | $93,727-92.8% | $145,897-95.4% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 10.63% | 204.28%-193.6pp | 133.83%-123.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $658 | $3,092-78.7% | $2,421-72.8% | $4,663-85.9% |
| Participant deferral / active EE | $2,032 | $4,920-58.7% | $4,417-54.0% | $6,689-69.6% |
| Admin fee / account holder | $1,149 | $10,256-88.8% | $8,292-86.1% | $13,390-91.4% |