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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 | $9,051 | $178,174-94.9% | $156,181-94.2% | $137,256-93.4% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.8%+2.4pp | 80.0%+1.3pp |
| Annual return | 18.51% | 84.19%-65.7pp | 64.87%-46.4pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,426 | $4,972-51.2% | $4,294-43.5% | $4,156-41.6% |
| Participant deferral / active EE | $2,846 | $6,888-58.7% | $6,132-53.6% | $6,407-55.6% |
| Admin fee / account holder | $787 | $17,404-95.5% | $14,586-94.6% | $12,270-93.6% |