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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 | $29,654 | $86,298-65.6% | $111,308-73.4% | $85,847-65.5% |
| Participation rate | 96.4% | 73.3%+23.1pp | 77.3%+19.1pp | 69.3%+27.1pp |
| Annual return | 11.65% | 19.99%-8.3pp | 54.67%-43.0pp | 318.61%-307.0pp |
| Employer contribution / active EE | $879 | $2,044-57.0% | $2,732-67.8% | $2,565-65.8% |
| Participant deferral / active EE | $4,248 | $3,641+16.7% | $4,487-5.3% | $3,952+7.5% |
| Admin fee / account holder | $488 | $8,189-94.0% | $7,965-93.9% | $6,261-92.2% |