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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 | $10,062 | $106,247-90.5% | $96,515-89.6% | $139,466-92.8% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 41.10% | 38.47%+2.6pp | 35.73%+5.4pp | 373.66%-332.6pp |
| Employer contribution / active EE | $3,230 | $4,106-21.3% | $3,740-13.6% | $4,754-32.1% |
| Participant deferral / active EE | $4,105 | $5,456-24.8% | $4,880-15.9% | $6,712-38.8% |
| Admin fee / account holder | $551 | $7,885-93.0% | $6,735-91.8% | $11,409-95.2% |