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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 | $3,584 | $114,119-96.9% | $107,187-96.7% | $138,895-97.4% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 79.9%+12.9pp |
| Annual return | 12.67% | 273.21%-260.5pp | 204.55%-191.9pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,684 | $4,059-58.5% | $3,782-55.5% | $4,194-59.8% |
| Participant deferral / active EE | $1,827 | $5,538-67.0% | $5,096-64.1% | $6,396-71.4% |
| Admin fee / account holder | $2,077 | $10,024-79.3% | $9,162-77.3% | $12,562-83.5% |