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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 | $6,022 | $180,749-96.7% | $160,784-96.3% | $137,256-95.6% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 26.64% | 2234.46%-2207.8pp | 1803.92%-1777.3pp | 220.34%-193.7pp |
| Employer contribution / active EE | $744 | $4,155-82.1% | $3,733-80.1% | $4,156-82.1% |
| Participant deferral / active EE | $1,175 | $6,844-82.8% | $6,293-81.3% | $6,407-81.7% |
| Admin fee / account holder | $708 | $10,397-93.2% | $9,717-92.7% | $12,270-94.2% |