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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 | $2,658 | $102,938-97.4% | $94,105-97.2% | $138,895-98.1% |
| Participation rate | 88.2% | 74.6%+13.6pp | 71.9%+16.3pp | 79.9%+8.3pp |
| Annual return | 21.90% | 250.28%-228.4pp | 204.55%-182.7pp | 145.39%-123.5pp |
| Employer contribution / active EE | $425 | $2,732-84.4% | $2,504-83.0% | $4,194-89.9% |
| Participant deferral / active EE | $1,056 | $4,196-74.8% | $3,881-72.8% | $6,396-83.5% |
| Admin fee / account holder | $887 | $6,600-86.6% | $6,199-85.7% | $12,562-92.9% |