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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 | $10,316 | $154,228-93.3% | $145,433-92.9% | $137,256-92.5% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | 23.72% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,304 | $4,804-72.8% | $4,554-71.4% | $4,156-68.6% |
| Participant deferral / active EE | $3,369 | $8,216-59.0% | $7,897-57.3% | $6,407-47.4% |
| Admin fee / account holder | $890 | $14,344-93.8% | $13,129-93.2% | $12,270-92.7% |