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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 | $10,700 | $172,111-93.8% | $150,298-92.9% | $137,256-92.2% |
| Participation rate | 87.0% | 81.7%+5.2pp | 77.8%+9.2pp | 80.0%+7.0pp |
| Annual return | 22.98% | 69.37%-46.4pp | 62.79%-39.8pp | 220.34%-197.4pp |
| Employer contribution / active EE | $994 | $4,636-78.6% | $4,154-76.1% | $4,156-76.1% |
| Participant deferral / active EE | $3,774 | $6,166-38.8% | $5,453-30.8% | $6,407-41.1% |
| Admin fee / account holder | $761 | $16,471-95.4% | $14,116-94.6% | $12,270-93.8% |