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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 | $31,201 | $105,284-70.4% | $150,734-79.3% | $94,015-66.8% |
| Participation rate | 81.3% | 71.7%+9.5pp | 78.4%+2.8pp | 70.8%+10.4pp |
| Annual return | 15.62% | 15.67%-0.1pp | 600.81%-585.2pp | 17.84%-2.2pp |
| Employer contribution / active EE | $1,065 | $3,599-70.4% | $4,918-78.3% | $2,790-61.8% |
| Participant deferral / active EE | $4,538 | $4,274+6.2% | $5,610-19.1% | $4,249+6.8% |
| Admin fee / account holder | $583 | $9,839-94.1% | $14,905-96.1% | $8,951-93.5% |