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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 | $13,220 | $154,228-91.4% | $145,433-90.9% | $137,256-90.4% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 15.89% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,387 | $4,804-71.1% | $4,554-69.5% | $4,156-66.6% |
| Participant deferral / active EE | $4,305 | $8,216-47.6% | $7,897-45.5% | $6,407-32.8% |
| Admin fee / account holder | $1,847 | $14,344-87.1% | $13,129-85.9% | $12,270-84.9% |