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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 | $7,978 | $129,737-93.9% | $119,126-93.3% | $154,746-94.8% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 17.95% | 379.08%-361.1pp | 282.11%-264.2pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,102 | $4,375-74.8% | $4,034-72.7% | $4,379-74.8% |
| Participant deferral / active EE | $2,029 | $5,842-65.3% | $5,318-61.8% | $6,730-69.8% |
| Admin fee / account holder | $623 | $11,961-94.8% | $10,693-94.2% | $14,365-95.7% |