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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 | $7,331 | $211,288-96.5% | $178,540-95.9% | $145,884-95.0% |
| Participation rate | 91.3% | 80.8%+10.5pp | 77.1%+14.2pp | 80.3%+11.0pp |
| Annual return | 13.37% | 30.27%-16.9pp | 27.15%-13.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,015 | $4,574-77.8% | $3,953-74.3% | $4,662-78.2% |
| Participant deferral / active EE | $2,535 | $6,967-63.6% | $6,281-59.6% | $6,690-62.1% |
| Admin fee / account holder | $858 | $12,105-92.9% | $10,424-91.8% | $13,392-93.6% |