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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 | $8,689 | $172,111-95.0% | $150,298-94.2% | $137,256-93.7% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 26.16% | 69.37%-43.2pp | 62.79%-36.6pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,150 | $4,636-75.2% | $4,154-72.3% | $4,156-72.3% |
| Participant deferral / active EE | $1,890 | $6,166-69.3% | $5,453-65.3% | $6,407-70.5% |
| Admin fee / account holder | $1,618 | $16,471-90.2% | $14,116-88.5% | $12,270-86.8% |