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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 | $6,319 | $172,111-96.3% | $150,298-95.8% | $137,256-95.4% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 13.64% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $946 | $4,636-79.6% | $4,154-77.2% | $4,156-77.2% |
| Participant deferral / active EE | $1,879 | $6,166-69.5% | $5,453-65.5% | $6,407-70.7% |
| Admin fee / account holder | $438 | $16,471-97.3% | $14,116-96.9% | $12,270-96.4% |