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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 | $12,208 | $156,398-92.2% | $147,318-91.7% | $138,895-91.2% |
| Participation rate | 95.2% | 83.8%+11.5pp | 82.1%+13.2pp | 79.9%+15.3pp |
| Annual return | 14.02% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,255 | $4,853-74.1% | $4,593-72.7% | $4,194-70.1% |
| Participant deferral / active EE | $2,939 | $8,237-64.3% | $7,906-62.8% | $6,396-54.0% |
| Admin fee / account holder | $730 | $14,976-95.1% | $13,708-94.7% | $12,562-94.2% |