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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 | $162,136-93.6% | $152,301-93.2% | $154,746-93.3% |
| Participation rate | 95.7% | 84.1%+11.5pp | 82.4%+13.2pp | 80.7%+15.0pp |
| Annual return | 23.72% | 91.02%-67.3pp | 80.50%-56.8pp | 172.34%-148.6pp |
| Employer contribution / active EE | $1,304 | $4,890-73.3% | $4,624-71.8% | $4,379-70.2% |
| Participant deferral / active EE | $3,369 | $8,341-59.6% | $8,004-57.9% | $6,730-49.9% |
| Admin fee / account holder | $890 | $15,759-94.4% | $14,398-93.8% | $14,365-93.8% |