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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 | $10,581 | $106,280-90.0% | $96,538-89.0% | $139,487-92.4% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 17.63% | 38.48%-20.9pp | 35.74%-18.1pp | 373.84%-356.2pp |
| Employer contribution / active EE | $1,429 | $4,107-65.2% | $3,740-61.8% | $4,755-69.9% |
| Participant deferral / active EE | $1,955 | $5,457-64.2% | $4,880-59.9% | $6,713-70.9% |
| Admin fee / account holder | $611 | $7,888-92.3% | $6,737-90.9% | $11,407-94.6% |