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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 | $10,820 | $129,737-91.7% | $119,126-90.9% | $154,746-93.0% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 23.48% | 379.08%-355.6pp | 282.11%-258.6pp | 172.34%-148.9pp |
| Employer contribution / active EE | $1,601 | $4,375-63.4% | $4,034-60.3% | $4,379-63.4% |
| Participant deferral / active EE | $2,441 | $5,842-58.2% | $5,318-54.1% | $6,730-63.7% |
| Admin fee / account holder | $551 | $11,961-95.4% | $10,693-94.8% | $14,365-96.2% |