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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 | $7,086 | $172,111-95.9% | $150,298-95.3% | $137,256-94.8% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 29.77% | 69.37%-39.6pp | 62.79%-33.0pp | 220.34%-190.6pp |
| Employer contribution / active EE | $1,475 | $4,636-68.2% | $4,154-64.5% | $4,156-64.5% |
| Participant deferral / active EE | $1,647 | $6,166-73.3% | $5,453-69.8% | $6,407-74.3% |
| Admin fee / account holder | $370 | $16,471-97.8% | $14,116-97.4% | $12,270-97.0% |