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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 | $11,738 | $156,398-92.5% | $147,318-92.0% | $138,895-91.5% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 20.13% | 78.75%-58.6pp | 70.43%-50.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,661 | $4,853-65.8% | $4,593-63.8% | $4,194-60.4% |
| Participant deferral / active EE | $3,117 | $8,237-62.2% | $7,906-60.6% | $6,396-51.3% |
| Admin fee / account holder | $1,315 | $14,976-91.2% | $13,708-90.4% | $12,562-89.5% |