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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 | $13,734 | $165,381-91.7% | $149,730-90.8% | $158,966-91.4% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 11.26% | 348.29%-337.0pp | 276.70%-265.4pp | 302.95%-291.7pp |
| Employer contribution / active EE | $1,298 | $5,104-74.6% | $4,645-72.1% | $4,762-72.8% |
| Participant deferral / active EE | $2,745 | $7,182-61.8% | $6,843-59.9% | $5,983-54.1% |
| Admin fee / account holder | $2,643 | $10,809-75.5% | $9,310-71.6% | $11,250-76.5% |