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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 | $10,310 | $162,136-93.6% | $152,301-93.2% | $154,746-93.3% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 29.50% | 91.02%-61.5pp | 80.50%-51.0pp | 172.34%-142.8pp |
| Employer contribution / active EE | $1,800 | $4,890-63.2% | $4,624-61.1% | $4,379-58.9% |
| Participant deferral / active EE | $2,813 | $8,341-66.3% | $8,004-64.9% | $6,730-58.2% |
| Admin fee / account holder | $918 | $15,759-94.2% | $14,398-93.6% | $14,365-93.6% |