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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 | $7,418 | $209,425-96.5% | $178,499-95.8% | $158,966-95.3% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 23.65% | 188.80%-165.1pp | 151.10%-127.5pp | 302.95%-279.3pp |
| Employer contribution / active EE | $1,458 | $5,707-74.5% | $5,011-70.9% | $4,762-69.4% |
| Participant deferral / active EE | $2,161 | $5,955-63.7% | $5,202-58.5% | $5,983-63.9% |
| Admin fee / account holder | $1,371 | $17,078-92.0% | $13,986-90.2% | $11,250-87.8% |