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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 | $11,883 | $106,749-88.9% | $145,433-91.8% | $82,448-85.6% |
| Participation rate | 89.7% | 75.6%+14.1pp | 82.1%+7.6pp | 68.1%+21.7pp |
| Annual return | 21.11% | 27.59%-6.5pp | 66.58%-45.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,028 | $3,444-70.2% | $4,554-77.4% | $2,551-59.7% |
| Participant deferral / active EE | $3,367 | $6,519-48.3% | $7,897-57.4% | $4,139-18.7% |
| Admin fee / account holder | $807 | $8,390-90.4% | $13,129-93.9% | $7,234-88.8% |