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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 | $14,357 | $154,228-90.7% | $145,433-90.1% | $137,256-89.5% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 17.52% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $959 | $4,804-80.0% | $4,554-78.9% | $4,156-76.9% |
| Participant deferral / active EE | $2,483 | $8,216-69.8% | $7,897-68.6% | $6,407-61.2% |
| Admin fee / account holder | $602 | $14,344-95.8% | $13,129-95.4% | $12,270-95.1% |