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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 | $11,298 | $162,136-93.0% | $152,301-92.6% | $154,746-92.7% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 22.56% | 91.02%-68.5pp | 80.50%-57.9pp | 172.34%-149.8pp |
| Employer contribution / active EE | $1,989 | $4,890-59.3% | $4,624-57.0% | $4,379-54.6% |
| Participant deferral / active EE | $2,680 | $8,341-67.9% | $8,004-66.5% | $6,730-60.2% |
| Admin fee / account holder | $864 | $15,759-94.5% | $14,398-94.0% | $14,365-94.0% |