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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 | $154,228-92.7% | $145,433-92.2% | $137,256-91.8% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 22.56% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,989 | $4,804-58.6% | $4,554-56.3% | $4,156-52.1% |
| Participant deferral / active EE | $2,680 | $8,216-67.4% | $7,897-66.1% | $6,407-58.2% |
| Admin fee / account holder | $864 | $14,344-94.0% | $13,129-93.4% | $12,270-93.0% |