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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 | $6,986 | $125,237-94.4% | $105,608-93.4% | $145,877-95.2% |
| Participation rate | 82.4% | 77.7%+4.7pp | 75.3%+7.1pp | 80.3%+2.1pp |
| Annual return | 13.39% | 225.76%-212.4pp | 116.50%-103.1pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,017 | $3,720-72.7% | $3,167-67.9% | $4,663-78.2% |
| Participant deferral / active EE | $1,865 | $5,711-67.3% | $5,010-62.8% | $6,691-72.1% |
| Admin fee / account holder | $986 | $17,287-94.3% | $11,028-91.1% | $13,402-92.6% |