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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 | $10,156 | $156,398-93.5% | $147,318-93.1% | $138,895-92.7% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 15.80% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,428 | $4,853-70.6% | $4,593-68.9% | $4,194-66.0% |
| Participant deferral / active EE | $2,690 | $8,237-67.3% | $7,906-66.0% | $6,396-57.9% |
| Admin fee / account holder | $618 | $14,976-95.9% | $13,708-95.5% | $12,562-95.1% |