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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 | $3,854 | $115,225-96.7% | $100,712-96.2% | $138,895-97.2% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 17.48% | 40.35%-22.9pp | 33.27%-15.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $937 | $2,771-66.2% | $2,313-59.5% | $4,194-77.7% |
| Participant deferral / active EE | $1,193 | $4,699-74.6% | $4,085-70.8% | $6,396-81.3% |
| Admin fee / account holder | $1,534 | $10,844-85.9% | $9,256-83.4% | $12,562-87.8% |