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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 | $11,505 | $174,379-93.4% | $152,093-92.4% | $138,895-91.7% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 26.06% | 74.86%-48.8pp | 66.36%-40.3pp | 145.39%-119.3pp |
| Employer contribution / active EE | $1,066 | $4,652-77.1% | $4,175-74.5% | $4,194-74.6% |
| Participant deferral / active EE | $2,968 | $6,159-51.8% | $5,451-45.6% | $6,396-53.6% |
| Admin fee / account holder | $625 | $16,880-96.3% | $14,497-95.7% | $12,562-95.0% |