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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 | $10,410 | $110,379-90.6% | $102,412-89.8% | $145,884-92.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 13.70% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,082 | $4,216-74.3% | $3,870-72.0% | $4,662-76.8% |
| Participant deferral / active EE | $2,804 | $5,622-50.1% | $5,060-44.6% | $6,690-58.1% |
| Admin fee / account holder | $481 | $9,745-95.1% | $8,388-94.3% | $13,392-96.4% |