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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 | $10,130 | $106,267-90.5% | $96,520-89.5% | $139,456-92.7% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 38.71% | 38.45%+0.3pp | 35.72%+3.0pp | 373.45%-334.7pp |
| Employer contribution / active EE | $3,308 | $4,105-19.4% | $3,739-11.5% | $4,753-30.4% |
| Participant deferral / active EE | $2,474 | $5,454-54.6% | $4,879-49.3% | $6,711-63.1% |
| Admin fee / account holder | $753 | $7,882-90.4% | $6,733-88.8% | $11,407-93.4% |