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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 | $9,490 | $172,111-94.5% | $150,298-93.7% | $137,256-93.1% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 30.78% | 69.37%-38.6pp | 62.79%-32.0pp | 220.34%-189.6pp |
| Employer contribution / active EE | $1,420 | $4,636-69.4% | $4,154-65.8% | $4,156-65.8% |
| Participant deferral / active EE | $2,753 | $6,166-55.4% | $5,453-49.5% | $6,407-57.0% |
| Admin fee / account holder | $376 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |