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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 | $6,027 | $211,224-97.1% | $178,505-96.6% | $145,897-95.9% |
| Participation rate | 84.6% | 80.8%+3.8pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 14.68% | 30.28%-15.6pp | 27.16%-12.5pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,511 | $4,577-67.0% | $3,955-61.8% | $4,663-67.6% |
| Participant deferral / active EE | $1,974 | $6,966-71.7% | $6,280-68.6% | $6,689-70.5% |
| Admin fee / account holder | $1,222 | $12,109-89.9% | $10,428-88.3% | $13,390-90.9% |