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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 | $114,119-93.8% | $107,187-93.4% | $138,895-94.9% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 79.9%+14.2pp |
| Annual return | 14.40% | 273.21%-258.8pp | 204.55%-190.1pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,229 | $4,059-69.7% | $3,782-67.5% | $4,194-70.7% |
| Participant deferral / active EE | $3,177 | $5,538-42.6% | $5,096-37.7% | $6,396-50.3% |
| Admin fee / account holder | $873 | $10,024-91.3% | $9,162-90.5% | $12,562-93.0% |