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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 | $3,957 | $111,814-96.5% | $103,378-96.2% | $145,978-97.3% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 25.18% | 24.80%+0.4pp | 24.91%+0.3pp | 550.52%-525.3pp |
| Employer contribution / active EE | $1,172 | $4,215-72.2% | $3,870-69.7% | $4,662-74.9% |
| Participant deferral / active EE | $1,723 | $5,618-69.3% | $5,058-65.9% | $6,690-74.2% |
| Admin fee / account holder | $579 | $9,764-94.1% | $8,401-93.1% | $13,400-95.7% |