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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 | $9,067 | $157,829-94.3% | $136,867-93.4% | $198,609-95.4% |
| Participation rate | 90.9% | 77.2%+13.7pp | 74.5%+16.4pp | 82.4%+8.5pp |
| Annual return | 18.23% | 51.25%-33.0pp | 42.97%-24.7pp | 202.70%-184.5pp |
| Employer contribution / active EE | $880 | $3,923-77.6% | $3,547-75.2% | $5,055-82.6% |
| Participant deferral / active EE | $1,943 | $5,463-64.4% | $4,924-60.5% | $6,977-72.1% |
| Admin fee / account holder | $498 | $11,107-95.5% | $10,340-95.2% | $19,030-97.4% |