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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 | $9,241 | $124,425-92.6% | $112,040-91.8% | $137,256-93.3% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.5%+19.3pp | 80.0%+15.9pp |
| Annual return | 16.18% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $852 | $3,411-75.0% | $2,954-71.2% | $4,156-79.5% |
| Participant deferral / active EE | $3,408 | $5,718-40.4% | $5,098-33.1% | $6,407-46.8% |
| Admin fee / account holder | $426 | $15,207-97.2% | $12,098-96.5% | $12,270-96.5% |