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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 | $11,291 | $185,312-93.9% | $161,489-93.0% | $154,746-92.7% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 25.02% | 103.84%-78.8pp | 89.72%-64.7pp | 172.34%-147.3pp |
| Employer contribution / active EE | $1,532 | $4,769-67.9% | $4,268-64.1% | $4,379-65.0% |
| Participant deferral / active EE | $2,545 | $6,350-59.9% | $5,630-54.8% | $6,730-62.2% |
| Admin fee / account holder | $381 | $18,654-98.0% | $16,006-97.6% | $14,365-97.3% |