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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 | $7,137 | $154,228-95.4% | $145,433-95.1% | $137,256-94.8% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 15.20% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,554 | $4,804-67.7% | $4,554-65.9% | $4,156-62.6% |
| Participant deferral / active EE | $4,939 | $8,216-39.9% | $7,897-37.5% | $6,407-22.9% |
| Admin fee / account holder | $3,618 | $14,344-74.8% | $13,129-72.4% | $12,270-70.5% |