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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 | $11,647 | $154,228-92.4% | $145,433-92.0% | $137,256-91.5% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 23.32% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,395 | $4,804-71.0% | $4,554-69.4% | $4,156-66.4% |
| Participant deferral / active EE | $3,359 | $8,216-59.1% | $7,897-57.5% | $6,407-47.6% |
| Admin fee / account holder | $583 | $14,344-95.9% | $13,129-95.6% | $12,270-95.2% |