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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 | $174,379-94.0% | $152,093-93.1% | $138,895-92.4% |
| Participation rate | 91.3% | 81.6%+9.7pp | 77.8%+13.5pp | 79.9%+11.4pp |
| Annual return | 21.74% | 74.86%-53.1pp | 66.36%-44.6pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,087 | $4,652-76.6% | $4,175-74.0% | $4,194-74.1% |
| Participant deferral / active EE | $1,886 | $6,159-69.4% | $5,451-65.4% | $6,396-70.5% |
| Admin fee / account holder | $597 | $16,880-96.5% | $14,497-95.9% | $12,562-95.2% |