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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 | $9,899 | $89,259-88.9% | $107,187-90.8% | $82,637-88.0% |
| Participation rate | 95.1% | 67.9%+27.2pp | 75.0%+20.1pp | 68.1%+27.1pp |
| Annual return | 14.42% | 21.02%-6.6pp | 204.55%-190.1pp | 53.51%-39.1pp |
| Employer contribution / active EE | $990 | $3,080-67.9% | $3,782-73.8% | $2,552-61.2% |
| Participant deferral / active EE | $2,682 | $4,037-33.6% | $5,096-47.4% | $4,126-35.0% |
| Admin fee / account holder | $4,473 | $7,381-39.4% | $9,162-51.2% | $7,339-39.0% |