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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 | $10,530 | $178,174-94.1% | $156,181-93.3% | $137,256-92.3% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.8%+15.6pp | 80.0%+14.5pp |
| Annual return | 22.86% | 84.19%-61.3pp | 64.87%-42.0pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,949 | $4,972-60.8% | $4,294-54.6% | $4,156-53.1% |
| Participant deferral / active EE | $3,074 | $6,888-55.4% | $6,132-49.9% | $6,407-52.0% |
| Admin fee / account holder | $2,257 | $17,404-87.0% | $14,586-84.5% | $12,270-81.6% |