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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 | $11,287 | $174,379-93.5% | $152,093-92.6% | $138,895-91.9% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 20.04% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,743 | $4,652-62.5% | $4,175-58.3% | $4,194-58.4% |
| Participant deferral / active EE | $2,871 | $6,159-53.4% | $5,451-47.3% | $6,396-55.1% |
| Admin fee / account holder | $2,112 | $16,880-87.5% | $14,497-85.4% | $12,562-83.2% |