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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 | $8,527 | $110,337-92.3% | $102,383-91.7% | $145,877-94.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 22.48% | 24.83%-2.3pp | 24.94%-2.5pp | 551.28%-528.8pp |
| Employer contribution / active EE | $1,981 | $4,216-53.0% | $3,870-48.8% | $4,663-57.5% |
| Participant deferral / active EE | $3,304 | $5,621-41.2% | $5,060-34.7% | $6,691-50.6% |
| Admin fee / account holder | $362 | $9,750-96.3% | $8,391-95.7% | $13,402-97.3% |