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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 | $10,914 | $81,504-86.6% | $102,437-89.3% | $80,959-86.5% |
| Participation rate | 90.9% | 66.9%+24.1pp | 74.5%+16.4pp | 67.7%+23.2pp |
| Annual return | 69.03% | 25.60%+43.4pp | 24.95%+44.1pp | 35.67%+33.4pp |
| Employer contribution / active EE | $1,854 | $3,104-40.3% | $3,871-52.1% | $2,757-32.8% |
| Participant deferral / active EE | $3,404 | $3,871-12.1% | $5,060-32.7% | $4,300-20.9% |
| Admin fee / account holder | $944 | $6,719-85.9% | $8,388-88.7% | $6,925-86.4% |