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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 | $29,841 | $152,460-80.4% | $118,746-74.9% | $147,585-79.8% |
| Participation rate | 85.0% | 82.3%+2.7pp | 78.3%+6.7pp | 82.8%+2.2pp |
| Annual return | 11.81% | 17.41%-5.6pp | 24.54%-12.7pp | 578.58%-566.8pp |
| Employer contribution / active EE | $1,100 | $5,046-78.2% | $4,193-73.8% | $4,876-77.5% |
| Participant deferral / active EE | $2,127 | $6,212-65.8% | $5,332-60.1% | $5,439-60.9% |
| Admin fee / account holder | $416 | $16,953-97.5% | $10,720-96.1% | $10,886-96.2% |