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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 | $10,520 | $129,737-91.9% | $119,126-91.2% | $154,746-93.2% |
| Participation rate | 94.7% | 78.9%+15.9pp | 75.8%+19.0pp | 80.7%+14.0pp |
| Annual return | 21.03% | 379.08%-358.1pp | 282.11%-261.1pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,491 | $4,375-65.9% | $4,034-63.0% | $4,379-66.0% |
| Participant deferral / active EE | $2,841 | $5,842-51.4% | $5,318-46.6% | $6,730-57.8% |
| Admin fee / account holder | $857 | $11,961-92.8% | $10,693-92.0% | $14,365-94.0% |