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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 | $3,602 | $110,039-96.7% | $97,260-96.3% | $145,884-97.5% |
| Participation rate | 91.3% | 75.9%+15.4pp | 72.7%+18.6pp | 80.3%+11.0pp |
| Annual return | 17.05% | 244.44%-227.4pp | 75.54%-58.5pp | 551.85%-534.8pp |
| Employer contribution / active EE | $842 | $3,074-72.6% | $2,721-69.0% | $4,662-81.9% |
| Participant deferral / active EE | $1,123 | $4,674-76.0% | $4,262-73.6% | $6,690-83.2% |
| Admin fee / account holder | $698 | $6,204-88.7% | $5,640-87.6% | $13,392-94.8% |