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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 | $10,454 | $94,436-88.9% | $115,599-91.0% | $82,637-87.3% |
| Participation rate | 96.7% | 70.4%+26.3pp | 74.3%+22.4pp | 68.1%+28.7pp |
| Annual return | 25.85% | 18.37%+7.5pp | 111.10%-85.2pp | 53.51%-27.7pp |
| Employer contribution / active EE | $1,870 | $2,324-19.5% | $2,955-36.7% | $2,552-26.7% |
| Participant deferral / active EE | $3,054 | $3,955-22.8% | $4,889-37.5% | $4,126-26.0% |
| Admin fee / account holder | $1,871 | $10,328-81.9% | $12,841-85.4% | $7,339-74.5% |