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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 | $155,555-93.5% | $146,866-93.1% | $155,188-93.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 15.80% | 115.41%-99.6pp | 102.85%-87.1pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,428 | $4,647-69.3% | $4,425-67.7% | $4,248-66.4% |
| Participant deferral / active EE | $2,690 | $8,044-66.6% | $7,759-65.3% | $6,531-58.8% |
| Admin fee / account holder | $618 | $14,755-95.8% | $13,620-95.5% | $14,480-95.7% |