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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 | $10,638 | $156,398-93.2% | $147,318-92.8% | $138,895-92.3% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 22.49% | 78.75%-56.3pp | 70.43%-47.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $1,542 | $4,853-68.2% | $4,593-66.4% | $4,194-63.2% |
| Participant deferral / active EE | $2,846 | $8,237-65.5% | $7,906-64.0% | $6,396-55.5% |
| Admin fee / account holder | $1,729 | $14,976-88.5% | $13,708-87.4% | $12,562-86.2% |