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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 | $10,563 | $156,398-93.2% | $147,318-92.8% | $138,895-92.4% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 24.62% | 78.75%-54.1pp | 70.43%-45.8pp | 145.39%-120.8pp |
| Employer contribution / active EE | $1,450 | $4,853-70.1% | $4,593-68.4% | $4,194-65.4% |
| Participant deferral / active EE | $3,437 | $8,237-58.3% | $7,906-56.5% | $6,396-46.3% |
| Admin fee / account holder | $1,485 | $14,976-90.1% | $13,708-89.2% | $12,562-88.2% |