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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 | $10,494 | $172,111-93.9% | $150,298-93.0% | $137,256-92.4% |
| Participation rate | 91.3% | 81.7%+9.6pp | 77.8%+13.5pp | 80.0%+11.3pp |
| Annual return | 21.74% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,087 | $4,636-76.6% | $4,154-73.8% | $4,156-73.9% |
| Participant deferral / active EE | $1,886 | $6,166-69.4% | $5,453-65.4% | $6,407-70.6% |
| Admin fee / account holder | $597 | $16,471-96.4% | $14,116-95.8% | $12,270-95.1% |