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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 | $7,083 | $129,737-94.5% | $119,126-94.1% | $154,746-95.4% |
| Participation rate | 94.1% | 78.9%+15.3pp | 75.8%+18.4pp | 80.7%+13.4pp |
| Annual return | 14.40% | 379.08%-364.7pp | 282.11%-267.7pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,229 | $4,375-71.9% | $4,034-69.5% | $4,379-71.9% |
| Participant deferral / active EE | $3,177 | $5,842-45.6% | $5,318-40.3% | $6,730-52.8% |
| Admin fee / account holder | $873 | $11,961-92.7% | $10,693-91.8% | $14,365-93.9% |