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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 | $9,841 | $178,174-94.5% | $156,181-93.7% | $137,256-92.8% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.8%+14.5pp | 80.0%+13.4pp |
| Annual return | 21.63% | 84.19%-62.6pp | 64.87%-43.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,346 | $4,972-72.9% | $4,294-68.7% | $4,156-67.6% |
| Participant deferral / active EE | $2,290 | $6,888-66.8% | $6,132-62.7% | $6,407-64.3% |
| Admin fee / account holder | $3,005 | $17,404-82.7% | $14,586-79.4% | $12,270-75.5% |