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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 | $10,222 | $53,127-80.8% | $86,587-88.2% | $70,131-85.4% |
| Participation rate | 97.4% | 65.3%+32.1pp | 73.5%+23.8pp | 69.5%+27.8pp |
| Annual return | 12.59% | 27.66%-15.1pp | 964.86%-952.3pp | 73.14%-60.6pp |
| Employer contribution / active EE | $842 | $2,068-59.3% | $2,839-70.4% | $2,342-64.1% |
| Participant deferral / active EE | $897 | $2,696-66.7% | $3,609-75.2% | $3,332-73.1% |
| Admin fee / account holder | $1,023 | $3,585-71.5% | $4,906-79.2% | $4,645-78.0% |