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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 | $5,911 | $172,111-96.6% | $150,298-96.1% | $137,256-95.7% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 20.83% | 69.37%-48.5pp | 62.79%-42.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,553 | $4,636-66.5% | $4,154-62.6% | $4,156-62.6% |
| Participant deferral / active EE | $1,642 | $6,166-73.4% | $5,453-69.9% | $6,407-74.4% |
| Admin fee / account holder | $1,554 | $16,471-90.6% | $14,116-89.0% | $12,270-87.3% |