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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 | $3,494 | $154,228-97.7% | $145,433-97.6% | $137,256-97.5% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 80.0%+11.3pp |
| Annual return | 14.35% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $983 | $4,804-79.5% | $4,554-78.4% | $4,156-76.3% |
| Participant deferral / active EE | $2,663 | $8,216-67.6% | $7,897-66.3% | $6,407-58.4% |
| Admin fee / account holder | $1,559 | $14,344-89.1% | $13,129-88.1% | $12,270-87.3% |