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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 | $9,233 | $156,398-94.1% | $147,318-93.7% | $138,895-93.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 26.17% | 78.75%-52.6pp | 70.43%-44.3pp | 145.39%-119.2pp |
| Employer contribution / active EE | $1,076 | $4,853-77.8% | $4,593-76.6% | $4,194-74.3% |
| Participant deferral / active EE | $2,896 | $8,237-64.8% | $7,906-63.4% | $6,396-54.7% |
| Admin fee / account holder | $665 | $14,976-95.6% | $13,708-95.1% | $12,562-94.7% |