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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 | $10,891 | $174,379-93.8% | $152,093-92.8% | $138,895-92.2% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 25.28% | 74.86%-49.6pp | 66.36%-41.1pp | 145.39%-120.1pp |
| Employer contribution / active EE | $1,572 | $4,652-66.2% | $4,175-62.3% | $4,194-62.5% |
| Participant deferral / active EE | $2,276 | $6,159-63.1% | $5,451-58.3% | $6,396-64.4% |
| Admin fee / account holder | $2,111 | $16,880-87.5% | $14,497-85.4% | $12,562-83.2% |