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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 | $7,998 | $172,111-95.4% | $150,298-94.7% | $137,256-94.2% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 23.53% | 69.37%-45.8pp | 62.79%-39.3pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,377 | $4,636-70.3% | $4,154-66.8% | $4,156-66.9% |
| Participant deferral / active EE | $2,206 | $6,166-64.2% | $5,453-59.5% | $6,407-65.6% |
| Admin fee / account holder | $763 | $16,471-95.4% | $14,116-94.6% | $12,270-93.8% |